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.
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.
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
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.
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.
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.