• BEST INVOICE SOFTWARE FOR WINDOWS 10
BizXpert Invoice And Inventory App Frequently Asked Questions and Answers with Images

Log in Your BizXpert Invoicing and Inventory Account

How to Ask For a Password Reminder

You can make a request for a password reminder by following the next steps:

If you are logged in:

1. Open the application.

2. Click on Settings / Manage Account menu.

Settings menu, Manage account

3. Select Forgot Your Password? option.

Manage account menu, Forgot your password

4. Enter your registered e-mail address (you can check this information at Settings / Company Profile).

Forgot your password

5. Click on the Send password button.

6. Password will be sent to your registered e-mail address.

 

If you are not logged in:

1. Open Invoice – BizXpert application.

2. The Login / Create a new account window will appear.

Login

3. On the Login tab click on Forgot Your password? option.

4. Enter your registered e-mail address.

Forgot your password

5. Click on the Send password button.

6. Password will be sent to your registered e-mail address.


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.

Settings menu on dashboard

2. In the Settings menu, please select Manage Account menu.

Settings menu, Manage account

3. Click on Create a new account option.

Manage account menu, Create a new account

4. Enter your name, e-mail address and password and log in to your new empty trial invoice account by clicking on the Create Account button.

Create a new account

You can use your previous account by clicking on the Settings / Manage Account / Change Account menu.

To logout, please select Settings / Logout menu.

 

Or you can create your new account on the Login screen as well. This option is available if you are not logged in.

1. Open BizXpert invoice application and you will see the Login screen.

Create a new account

2. Please fill in the form, and click on the Continue button.

3. Your 30 days trial account is ready to use.


How to Customize Your Invoicing Account and Start Using BizXpert

1. Create your BizXpert account.

2. Select the currency of your BizXpert account.

3. Set the required date and number format.

4. Check available TAX codes.

5. Check available payment methods.

6. Check available units of quantity.

7. Check your company information.

8. Customize your invoices.

– Set the required invoice number format.

– Set invoice captions.

– Set invoice content.

– Select required invoce template.

9. Enter or import your products and services.

10. Enter or import your clients.

11. Start sending your invoices 🙂


How to Subscribe to BizXpert

If you already have a registered account:

1. Log in to your account.

2. Click on Settings / Manage account / Upgrade to BizXpert menu.

3. Please fill in the form and select Monthly or Yearly subscription.

Upgrade BizXpert

4. Click on the Make payment button.

Note that after upgrading your BizXpert you will not be able to go back to your free service.

If you are new to BizXpert and don’t have an account yet:

1. Open the application.

2. Create a new account.

3. Click on Settings / Manage account / Upgrade to BizXpert menu.

Manage account menu, Upgrade BizXpert

3. Please fill in the form and select Monthly or Yearly subscription.

Upgrade BizXpert

4. Click on the Make payment button.

You can read more about Terms of Use and Refund Policy.


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.

2. You can see your subscription status.

Billing information

3. By clicking on the Update Credit Card button you can check your currently used credit card data.

Note that upgrading your 30 days trial version before the end of the 30 days period, your status will be active. But your subscription will start from right after the last day of your trial period.

How to cancel subscription:

1. Click on Settings / Manage account / Billing information menu.

2. Click on the Cancel Subscription button on the Billing information screen.

3. Select Yes on the confirmation window.

How to update subscription:

1. Click on Settings / Manage account / Billing information menu.

2. Click on the Update Credit Card button on the Billing information screen.

3. Set your new card data and click on the Update button.

How to renew subscription:

1. Click on Settings / Manage account / Billing information menu.

2. By clicking on the Renew Subscription button your status will be active instantly.

Renew subscription

3. By clicking on the Update Credit Card button you can set your new credit card data if necessery.

You can read more about Terms of Use and Refund Policy.


Settings of Your BizXpert Invoicing and Inventory Account

How to Change Currency in BizXpert

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.

1. For example click on the New invoice menu and the Currency setting screen will open.

Currency setting

2. Here you can select from available currencies, or add a new one by clicking on the “+” icon next to the Currency field.

If you would like to use for example the Rand in your account, please click on the “+” icon next to the Currency field and the New currency window will open.

currency_new11

On the New currency window you can enter code (e.g. ZAR), symbol (e.g. R), position (Suffix or not) name and number of decimals of the new currency.
Click on the Save button and You will return back to the Currency setting window.

3. Select the requied currency in the currency field an click on the Save button.

4. In your account the reqiured currency will be used as default currency.


How to Change Date and Time Format

Default number, date and time format depends on localization settings although you can change it.

1. Click on the Settings menu Settings option.

Settings menu, Settings

2. Click on the Localization settings option.

Settings menu, Localization settings

3. You can change Date format by selecting Localization.

Localization settings


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.

1. Click on the Settings / Settings / Discount settings menu.

Settings menu, Discount settings

2. The Discount settings screen will open.

Discount settings on invoices

3. Select required discount method by clicking on it.

  • No Discount – You cannot enter discount amount or pecent on the invoices.
  • Discount on Subtotal (Discount before tax) – You can add percent of the discount that will be calculated based on subtotal amount before tax calculation.
  • Discount on Items – You can add amount or percent of the discount in the invoice items.

4. Click on the Save button.


How to Manage Taxes and Tax Rates

In BizXpert Invoice you can add and modify available taxes and tax rates by the following.

A new Tax code can be added in the following way:

  1. Click on the Settings / Master Data / Taxes menu and the list of available taxes will open.
  2. Click on the “+ New” icon which is available in the bar (bottom of the screen).
  3. Enter the Name and the Rate of the required tax and click on the Save button.
    You will be able to select your new tax on the product details screen and on the new invoice screen as well.

 

A new Tax group can be added in the following way:

  1. Click on the Settings / Master Data / Taxes menu and the list of available taxes will open.
  2. Click on the “+ New group” icon which is available in the bar (bottom of the screen).
  3. Enter the Name of the required tax group in the Name field.

Tax Group Name

  1. Click on the Associated taxes icon and the list of available taxes will open.
  2. Select required taxes or add a new tax code to the Tax group.

Associated taxes

  1. Click on Save and you will return to the New TAX Group screen.

New Tax Group

  1. Click on Save.
    You will be able to select your new tax group on the product details screen and on the new invoice screen as well.

 

You can modify tax codes by the following way:

  1. Click on the Settings / Master Data / Taxes menu and the list of available taxes will open.
  2. Click on the tax element you want to change.
  3. Set the new name and rate.
  4. Click on Save.

 

You can delete tax codes by the following way:

  1. Click on the Settings / Master Data / Taxes menu and the list of available taxes will open.
  2. Right click on the tax element you want to delete.
  3. Click on the “X Delete” icon which is available in the bar (bottom of the screen).
  4. Click on Yes at the confirmation window.

Customize Your Invoices

How to Modify Invoice Captions

You can modify all labels of the documents in the Settings / Invoice captions menu.

1. Click on the Settings / Invoice settings / Invoice caption menu and the Invoice captions window will open.

2. On the Invoice captions screen you can find current captions of your documents.

Invoice captions

Overwrite current text if it is necessary.

3. Click on the Save button and your invoices will be printed with new captions.


How to Modify Printable Company and Client Profile

You can modify the template of your documents in the Settings / Invoice Settings menu.

Settings menu, Invoice settings

1. Click on the Settings / Invoice settings / Invoice profile content menu and the list of available company and client data will open.

2. Switch off unnecessary profile information.

You can check printable profile view in the Sample fields.

Invoice profile content

Note:

  • You cannot switch off Name from the Company profile, if you have not uploaded company logo picture in your account.
  • You cannot switch off Name from Client profile.
  • You can upload your logo picture in the Settings / Company profile menu. The accepted maximum size of logo is: 2260 px* 700 px

3. Click on the Save button and your invoices will be printed with modified company and client profile.


How to Modify Invoice Content

You can modify the content of your printed invoices in the Settings / Invoice Settings menu.

Invoice settings

1. Click on the Settings / Invoice settings / Invoice content menu and the Invoice content window will open. Here you can find list of data that can be switched off.

Invoice content

2. Switch off unnecessary fields.

3. Click on the Save button and your invoices will be printed without switched off data.


How to Modify Invoice Template

You can modify the template of your documents in the Settings / Invoice Settings menu.

Invoice settings

1. Click on the Settings / Invoice settings / Invoice template menu and a list of available invoice templates will open.

2. On the Invoice template screen you can find 12 different invoice templates.

Invoice Templates

Click on the required template.

3. Click on the Save button and your invoices will be printed with the new template.

Note: The templates of your invoices that are in the sent, printed or saved in pdf statuses won’t be changed by selectng a new template.

Your documents that have not been sent, printed or saved in pdf file will be printed with the new template.


Manage Your Invoices

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.

1. Click on the My invoices menu on the Dashboard and the list of your invoices will appear.

2. By selecting an item from the list (pulling the item up or down or right click) you will see Open option in the menu.

Open an invoice

3. Click on the Open icon and the invoice details window will open.

4. Enter your required modification and click on the Save icon. Your document will be updated.


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.

In the current version of BizXpert you can void or delete invoices by following the next steps:

1. Click on the My invoices menu that is available on the Dashboard and the list of your invoices will appear.

2. By selecting one or more items from the list (pulling the item up or down or right click) you will see Void and Delete options in the menu.

Void or delete invoice

3. Click on the Void or the Delete icon and your invoice list will be updated.

– By clicking on the Void icon the status of selected invoices will change to “voided”. Amount of sales doesn’t contain amount of voided invoices.

– By clicking on the Delete icon your selected invoices will be deleted from the list. Amount of sales doesn’t contain amount of deleted invoices.


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.

1. Click on the My invoices menu on the Dashboard and the list of your invoices will appear.

2. By selecting item(s) from the list (pulling the item up or down or right click) you will see manage options in the menu. You can Print or Export to Excel the selected invoice(s).

Manage invoices

3. Or open the selected invoice and the invoice details window will open.

Manage invoice

– By clicking on the Save and Send icon  you can send or resend your invoice via BizXpert application to the e-mail address of your client.

– By clicking on the Save and Print icon you can print or re-print your invoice.

– By clicking on the Export to PDF icon you can save your invoice in PDF format.


Manage Payments of Your Invoices

How to Manage Payment Methods

You can manage available payment methods in the Settings / Master data / Payment methods menu.

1. Click on the Settings / Master data / Payment methods menu.

paymentmethods

2. Click on a payment method and a new window will open, where you can see details of the selected one (name, due, auto payment check box, notes).

Payment method

There are some payment methods (eg. cash, Visa, etc.) in the list where the “Auto payment” option is switched on in the details of payment method.

If you use this kind of payment method, the invoice will be marked as paid automatically when you save your invoice and the balance due amount will be zero.


How to Modify Payment Information of the Invoices

You can manage payment data of an invoice by opening it.

1. Click on the My invoices menu on the Dashboard and the list of invoices will appear.

2. By clicking on an item of the invoice list, a new window will open. Here you can find the details of your invoice.

3. You can manage payment details in the Receive Payments part of the window.

Receive payments

– If you delete a payment from the Receive Payments list and you save changes, the balance due amount of your invoice will be updated.
– If you add a new payment record (Payment date, Payment method, Document Nr., Amount received) in the Receive Payments list, the balance due amount of your invoice will be updated.

There are some payment methods (eg. cash, Visa, etc.), where “Auto payment” option is switched on in the details of payment method.

If you use this kind of payment method, the invoice will be marked as paid automatically when you save your invoice and the balance due amount will be zero.


Create Reports About Your Business

How to Export Lists

You can export or print invoice list by opening My invoices list that is available on the Dashboard.

Export invoices

A) You can export lists to Excel format by clicking on the Export to Excel icon that is available in the menu.

B) By clicking on the Print icon a printable list will open.

Here you can export the list to Excel format by clicking on the Export to Excel icon in the top right corner. Or you can print the list directly by clicking on the Print icon.


How to Enter Notes on Invoices

You can enter notes on your documents by following these steps:

  1. Click on the Notes icon which is available on the Invoice screen.

Invoice notes

  1. Top notes and Bottom notes window will open.
  2. Enter required additional information in the Top notes or Bottom notes field.
  3. Click on the Back icon which is available at the bottom of the screen.
  4. Your notes will be printed on the invoice.

 

You can enter notes on the document items by following these steps:

  1. Select an invoice item and you will see the available options at the bottom of the screen.
  2. Click on the Edit item icon and a new window will open.

Item notes

  1. Enter required additional information in the Notes field.
  2. Click on the OK button.
  3. Your notes will be printed on the invoice.

You can use payment method-dependent notes on invoices. You can enter a note for every payment method in the details of payment method. The entered note will be appeared automatically on the invoice before the bottom note.

You can use predefined default bottom notes on invoices (e.g. Terms and Conditions information). You can enter a default note for your invoices in the Settings / Default document notes menu. The entered note will be appeared automatically on the invoice in the bottom note field.
When issuing invoice based on quote, notes of quote appear on invoice instead of default invoice note.


Manage Your Inventory

How to Manage Inventory

You can manage inventory information based on stock documents and invoices.

1. You can enter your products in the My products menu or you can import product lists in the Settings / Import products menu.

You have to switch on Inventory management check box in the product details.

 

Product inventory management

 

2. You can register changes of your stock by issuing invoices and stock documents.

 

How you can decrease stock of your product:
– If you enter a new invoice in the My invoices menu, stock of products available on invoice will decrease.
– If you enter a new release in the My stock documents menu, stock of products available on document will decrease.

 

How you can increase stock of your product:
– If you enter a new expense invoice in the My expenses menu, stock of products available on expense invoice will increase.
– If you enter a new intake in the My stock documents menu, stock of products available on document will increase.


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”).

productcategories1

productcategories2

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.

productcategories
3. You can select from the available category values on the product details screen.

productcategories3

Items of the product list will be colored based on the settings of the first product category values.

productlist4


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.


Manage Your Clients

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.

1. Click on the My clients menu on the Dashboard and the list of your clients will open.

2. By selecting an item from the list (pulling the item up or down or right click) you will see the available options. (eg. Delete, Edit item icon)

My clients

3. Click on the Edit item icon and a new window will be appeared. Here you can modify data of selected client grouped by tabs (personal informations, payment informations, CRM and address).

Client data

4. Click on the Save button. Your client list will be updated.

 

Related Posts:

  1. Customize your invoices (2)
  2. How to Manage Discounts (2)
  3. How to Modify Your Invoices (2)
  4. How to Print, Send and Save to PDF Your Invoices (2)