How to set up my Biztory account? (New Vers.)

If you are using the classic version, please refer to: How to set up my Biztory account?

How to set up my Biztory account? (New Vers.)

Set up your Biztory account to start managing your business finances efficiently and explore all the features designed to simplify your financial management. 

1. Click on Settings

2. Click on General Settings and choose Company Profile

3. Fill up your company name, business registration number, address, and etc

4. Ensure to fill up information in other tabs as well

5. You will need a wallet to keep your money

(Please refer to How To Create a Wallet (New Vers.) 

6. To create or set specific payment terms 

(Please refer to How to apply Payment Term in Invoice (New Version))

7. You will need to create a product

(Please refer to How to create a Normal Product in Biztory?)

8. Next, create an invoice

(Please refer to How To Create a Sales Invoice (New Vers.) & How to Create a Purchase Invoice (New Vers.))

9. You can always reset your data via Settings > Reset Data