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Knowledge Base
Find answers to all your BizCore questions and master every feature. Our knowledge base is packed with tips, tutorials, and expert guidance to help you get the most out of BizCore and take your business to the next level.
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Accounts
Adding a New Customer Account
Adding Multiple Accounts
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Reminder
Setting Reminders for Customer Follow-Ups
Viewing and Managing Upcoming Reminders
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Files
Uploading Files to a Customer Profile
Viewing and Downloading Uploaded File
Deleting Files Safely
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Tasks
Creating a Task under a Project
Assigning Tasks to Team Members
Updating Task Status and Deadlines
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Projects
Project Dashboard Overview
Linking Projects to Invoices or Quotations
Managing Ongoing Projects
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Contracts
Creating a New Customer Contract
Linking a Contract to a Project or Opportunity
Assigning a New Project to a Customer
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Quotations
Creating a Quotation
Converting a Quotation into an Invoice
Managing and Overview Quotation
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Opportunities
Creating a New Sales Opportunity
Updating Opportunity Stage and Status
Adding Notes and Attachments to an Opportunity
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Expenses
Create a New Expense for a Customer
Importing Bulk Expenses from File
Managing and Editing Existing Expenses
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Credit Notes
What is a Credit Note and When to Use It
Creating a New Credit Note
Applying a Credit Note to an Invoice
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Payments
Viewing Payment History for a Customer
Linking Payments to Specific Invoices
Exporting Payment Data
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Invoices
Invoice Overview Dashboard
Creating a New Invoice
Editing and Updating Invoice Details
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Statement
Viewing and Filtering Account Statements
Exporting Statements to PDF, Excel or send through Email
Understanding Statement Columns and Data
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Notes
Adding Internal Notes to a Customer Account
Exporting Notes to PDF or Excel
Managing and Deleting Notes Safely
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Contacts
Adding a New Contact to a Customer Account
Exporting Contacts for Reports
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Profile
Editing and Updating Customer Information
Completing Buyer Details in MyInvois
Viewing and Exporting Purchase Order
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Features
Unlock the Full Range of Powerful Tools and Features :
See all features
Pricing
Company
About Us
Become Partner
Training
Testimonials
Resources
Learn
Blogs
Services
Knowledge Base
Benefits
Use Case
Contact
Free Trial