Accountix Help
Concepts, setup, and ways of working in Accountix - explained step by step. Every article shows, with a concrete example, how the feature is meant to be used.
Basics
-
The setup assistant: company, logo or template, numbers, bank account
After signing in, an assistant walks you to your first invoice in four steps - company details, invoice layout with a logo or your own Word template, invoice numbers and a bank account via FinTS.
-
Invoice number series
How Accountix assigns invoice numbers - one series per company, formats with year and prefix, gap fillers, and what happens on import.
-
Connecting bank accounts and paying invoices
Connect FinTS bank accounts, fetch transactions, match incoming payments automatically, and pay supplier invoices straight from Accountix.
-
Transfers, templates and scheduled transfers
Send free SEPA transfers straight from Accountix, save recipients as templates, schedule one-off or recurring transfers, and trace every transfer in the ledger.
Writing invoices
-
Invoice presets and structured invoices
Templates with fixed prices and open quantities, section headers with intermediate sums, and a freely definable introduction text.
-
Recurring invoices (subscriptions)
Turn an invoice into a subscription - automatic drafts on your chosen interval, a service period that moves along, placeholders, and a service-type tag.
-
The service period on the invoice
An optional field puts the service month visibly onto the invoice and into the e-invoice - instead of hiding it in the notes.
-
Structured invoices: headers, subtotals, introduction text
Organize long invoices into sections - with self-computing subtotals, clean numbering, and a freely worded sentence above the table.
Reports & insight
-
Tags, service types, and the Tag × Period matrix
Two tag worlds - expense categories for incoming invoices, service types for outgoing ones - and a matrix that makes missing invoices visible.
-
Customizing the overview: tiles, order, bank accounts
The dashboard is built from tiles that can be shown, hidden, and rearranged individually - including bank account balances and recent account activity.
Payments & dunning
-
Dunning: from friendly reminder to collection notice
Four dunning levels with fees and default interest under German law, triggered automatically or manually, with a formal PDF letter and bilingual templates.