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
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Invoice number series
How Accountix assigns invoice numbers - one series per company, formats with year and prefix, gap fillers, and what happens on import.
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Connecting bank accounts and paying invoices
Connect FinTS bank accounts, fetch transactions, match incoming payments automatically, and pay supplier invoices straight from Accountix.
Writing invoices
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Invoice presets and structured invoices
Templates with fixed prices and open quantities, section headers with intermediate sums, and a freely definable introduction text.
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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.
Reports & insight
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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.
Payments & dunning
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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.