What’s new
Release date: 26/07/2018 Version on Web/Android/iOS: W002.07.25 Version on Windows: 1.8.726.1
How to Manage (View, Cancel, Update, Renew) Your Subscription
How to view your active subscription status: 1. Click on Settings / Manage account / Billing information menu.
How to Subscribe to BizXpert
We are continuously adding new features and benefits to the app. In the next few months we will add iOS, Android and online access as part of the service. In order to provide you and all of our clients these services we are introducing memberships to BizXpert. This will allow you to access and use BizXpert on virtually any device and platform and you will also get the highest customer service levels in the industry.
How to Issue Invoice Based on a Selected Quote
In the current version of BizXpert you can issue invoice based on quote by following the next steps. 1. Click on the My quotes menu which is available on the Dashboard and list of quotes will appear. 2. By selecting one item from the list (pulling the item up or down or right click) you will see in the menu Create invoice option. 3. Click on the Create invoice menu and a confirmation will appear: Are you sure you want to create invoice from quote? 4. Click on the Yes button and invoice will be created and Invoice details screen will be opened.
How to Import Your Clients
You can import your clients by following the next steps: 1. Click on the Settings/ Import clients option and the Import clients screen will open. 2. Click on the Excel sample file (CSV) button. By clicking on the Excel sample file button you will be download and open a sample spreadsheet. 3. Enter your data in the sample spreadsheet and than save it in CSV format. In the Payment method coloumn you can enter payment methods that are available in the Settings/Master data/Payment method list. 4. Browse and then upload your new CSV file by using the Settings/Import products/Browse Excel file button. 5. Your items will be appered on the window Import clients. Items that have incorrect data are marked with red colour. You can modify incorrect data by opening related items. If all of the items contain correct data and are marked with green colour you have to click
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How to Upload Your Logo Picture in BizXpert Invoice Account
You can upload your logo picture in the Settings/Company profile menu. The accepted maximum size of logo picture is: 2260 px* 700 px. Your uploaded log picture will be appeared on your invoices.
How to Manage Taxes and Tax Rates
In BizXpert Invoice you can add and modify available taxes and tax rates by the following.
How to Delete or Void Invoices
You can find and manage (edit, print, send, delete, manage payments, etc.) your invoices in the My invoices menu that is available on the Dashboard.
How to Change Date and Time Format
Default number, date and time format depends on localization settings although you can change it.
How to Customize Your Invoicing Account and Start Using BizXpert
1. Create your BizXpert account. 2. Select the currency of your BizXpert account.
How to Enter Your Products and Services
You can manage information of your products and services in the My product menu that is available on the Dashboard.
How to Manage Your Clients
You can find and manage (edit, delete, etc.) your clients in the My clients menu that is available on the Dashboard.
How to Print, Send and Export to PDF Your Invoices
You can find and manage (edit, print, send, delete, manage payments, etc.) your invoices in the My invoices menu that is available on the Dashboard.
How to Modify Your Invoices
You can find and manage (edit, print, send, delete, manage payments, etc.) your invoices in the My invoices menu that is available on the Dashboard.
How to Manage Discounts
In the BizXpert application you can manage discounts in the 3 different ways. In the Setting / Settings / Discount settings menu you can set how would you like to manage discount values on the invoices.
How to Modify Printable Company and Client Profile
You can modify the template of your documents in the Settings / Invoice Settings menu.
How to Modify Invoice Content
You can modify the content of your printed invoices in the Settings / Invoice Settings menu.
How to Modify Invoice Template
You can modify the template of your documents in the Settings / Invoice Settings menu.
How to Manage Product Categories
In the BizXpert Invoice and Inventory application you can manage product categories in the Setting / Master data menu. 1. Click on the category name and you will be able to modify the names of the categories (e.g. modify “Product category #1” in the Name field to required name e.g. “Size”). 2. Right click on the list and you will see in the menu the New option. You can add unlimited new category values (e.g. XS) by clicking on the new icon. 3. You can select from the available category values on the product details screen. Items of the product list will be colored based on the settings of the first product category values.
How to Manage Inventory
You can manage inventory information based on stock documents and invoices.
How to Enter Notes on Invoices
You can enter notes on your documents by following these steps:
How to Modify Invoice Captions
You can modify all labels of the documents in the Invoice captions menu.
How to Export Lists
You can export or print invoice list by opening My invoices list that is available on the Dashboard.
How to Modify Payment Information of the Invoices
You can manage payment data of an invoice by opening it.
How to Manage Payment Methods
You can manage available payment methods in the Settings / Master data / Payment methods menu.
How to Ask For a Password Reminder
You can make a request for a password reminder by following the next steps:
How to Create a New Account in BizXpert
1. If you want to start using a new trial invoice account, please click on the Cog Wheel icon on the dashboard.
How to Change Currency in BizXpert (Guide With Images)
Before saving the first invoice you can set currency in the Settings / Settings / Localization settings menu. In the current version of BizXpert the system will also offer the currency settings screen before you start to create your first invoice or other document.
