BizIt CRM has an option to send this invoice to client which is related. Also the PDF invoice will be attached to the email. If you want to do not attach the PDF invoice simple uncheck the checkbox Attach Invoice PDF After sending the invoice to the client if you want to send again the […]
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Record Invoice Payment
While viewing the invoice click on the Record payment button and new view will be opened. Payment records can be added only from invoice. There is no option to add payment record without invoice. After payment is recorded email will be sent directly to the client to inform that payment is recorded to this invoice. […]
Invoice Overdue Notices
You can send invoice overdue notice manually or automatically with cron job. Sending with cron job To setup automatically overdue notice go to Setup -> Settings -> Cron Job If you want to send the same day when the is the ovredue set the field Automatically send reminder after to 0 otherwise set it according your […]
Merging Invoices
Merging invoices is feature in BizIt CRM that allows you to merge/include already created invoices into 1 invoice by passing all the invoice info to new invoice. This feature is used if your customer have other unpaid invoices but you need to create another invoice for the customer and you want to prevent your customer […]
Purchase Management
Adding Purchase Go to – Purchases -> Add Purchases Type Supplier Name or Business name in the Supplier field. If the supplier doesn’t exist you must add them from Contacts -> Suppliers -> Add Enter Purchase reference number, Purchase date & Order Status. Select Business Location: Select a location where you want to add the […]
Purchase Payments
Purchase payment meaning paying to the supplier for the Purchases. Payments Statuses Paid: The PO is 100% paid. Due: The PO is 100% not paid. Partial: Partial amount of the PO has been paid. Overdue: PO is 100% not paid & past the due date. Partial Overdue: Partial amount of the PO has been unpaid & past the […]
Purchase Requisition
What is Purchase Requisition(PR) The purchase requisition is a document that an employee creates to request a purchase of some products when the stock reaches a low level. Only products less than the alert quantity will be shown while creating the purchase requisition. Enabling Purchase Requisition Go to Settings -> Business Settings -> Purchase and […]
Adding Bonus or Free Items given by supplier
Adding Bonus Items or Free items given by Suppliers 2 ways you can do this: Solution 1: When adding purchases simply make purchase price 0 for the free items. Solution 2: Find the average price of the item and use that for unit price. for example, if you purchase 10 quantity for a price of […]
Purchase custom fields
You can add some custom fields in add/edit purchase & view purchase. To enable custom fields: Go to settings -> Business settings -> Label for purchase custom fields: Provide a label for the fields you need, fields will automatically get enabled once the label is added. Check “Is required” checkbox to make the field as […]
Products Management
Adding Products Go to – Products > Add Products. Provide a Product Name, Brand, Units, Category Sub-category SKU: Add a unique SKU which will be used to identify the product & Print barcode in labels. Leave it empty to auto-generate it. You can also add a Prefix for auto-generated SKU. Steps to change the default SKU […]