BIZZ WIZZ INVOICING MAIN MENU

BIZZ WIZZ INVOICING

ADD AND EDIT CUSTOMERS

Bizz Wizz : Setup , Main Menu , Ledger , Phone Book , Invoice Book , Stock Book , Order Book , Creditors , Point of Sale , Business Name , Diary , Wages , Document Manager , Unlock , Backup

NOTE: By moving the mouse over the buttons, the help box at the bottom of that screen will give you a brief description of the function of that button.

Deactivate - will hide this account in all the list screens.

Enter the surname or company name of the customer. If you are using a company name leave the first name box blank, and put the contact name in the contact box

The input box for the Statement to Account No . can have another account's number (All invoices for this customer will show on that accounts statement) leave blank if not needed.

There is two address fields, you do not need to utilise both address fields but the first must be used. There is also the option to set the [First address] or the [Second address] as the Mailing address. You Must Tick on the address that you want all corresponding mail sent to.
The two arrows button in red, next to the first address options allows you to swap between the first address and second address option.

CONTACTS Button

Five lots of contacts can be stored one for each tab.
Fill out the detail boxes

Also when emailing forms - If you put the number of a contact in this box, that contact will be emailed as well, when emailing the selected contact. This means you can email to 1 to 5 email addresses in one send.

Default Contact Option -You can set one as the default if you don't want it to change.

Set For Printout Type Dropdown box - In some sections a contact can be set to a Invoice type eg. Invoice, Quote, job ect.
When emailing a form eg:" an Invoice " then you can tell the program to send the a copy to up to 3 other contacts by just putting the contact number in the last box.

Exit save ------------------Return back--------------------------------------

Enter the rest of the detail on this Contact, down to the ABN or Tax number

Terms in days is set at a default of 7 days. You can change this to what is suitable for your business.

The next area reads Age from (M)onth end or (D)ate of Invoice. If you enter D for Date, then any Account contact will automatically age overdue after 7 days.
If you enter M for Month, then any Account for that contact will automatically age overdue 7 days from the end of the month.

Customer Discount Rate box will show enter the rate for this customer ie. W=Wholesale B=Bulk T=Trade R=Retail

There are two blank fields that you can use as a Code or Spare field, that are located under the [Terms in Days] field.
These fields can be rename in setups

If there is no [Last Invoice Date] just click on the [Now] button to insert the current date.
The last Invoice Number is pre set in Invoicing when you log a service.

The Keep Points box is if you wish that customer to get Loyalty Points then put a Y in the box.

The Points box shows total points.

If there is no [Last Contacted Date] just click on the [Now] button to insert the current date.

The [Memo ]. You can enter any memo. If you tag on [Check to show Memo when contact is selected for new transactions]

The option "Add out standing totals from master account as well" is used when an account is linked to another account it being a master account and it may even have other accounts linked to it this option when tick will give the total of all account in the out standing total boxes. When un-ticked outstanding boxes will show only the current account only.

[Credit Limit]- is to let you know when the custom is over a credit limit. if no limit set to 0.

There is a box at the top right of the page for [ Notes]. You can enter any notes applicable to that Contact.

If you click on the [Resize] button at the top of the Notes, the box will enlarge. You can press [ESC] to exit the Note box or just click on any other section of that page, eg [Ok Save] if you are ready to exit the account page.
The Find and Maps Buttons send the data to the right of each button to a Google search or Google Maps

Documents- Click on the [Documents] button to open the Documents Manager page.

Memo- Sends a memo Mail to a user on the network automatically putting the customer details in the memo.

Email- Click here to open the page to send an Email to the selected Supplier.

Print- A Print Menu pop up box will open to print suppliers details.

The [OK & Save] button allows you to save the information you have just entered into the New Record. If you do not [Ok & Save] then any information you have entered or edited will not be saved.