How to set up my Biztory account?

Modified on Thu, 02 Jul 2020 at 12:37 PM

1. Fill up your company name, business registration number, address, and etc in "My Biztory > General". Other than the General tab, also do not forget to fill up information in other tabs too. 




2. Next, you will need a wallet to keep your money. Here's how to create a wallet:


3. If you have specific payment terms or you want to create new payment terms but wonder how to do it: 

    Payment terms - payment term is the conditions under which a seller will complete a sale. Or in a simpler form, it can be explained as when will your buyers have to return you your money.


4. Afterwards, you will need to create a product, if you have not create a product before, 


5. After creating a product, you can now try out how to create an invoice, The steps are below:

  • select "sales invoice" under "sales" menu bar

  • click on "add new" and fill up the required information.

  • remember to save it once you are done filling the information


P/S: A reminder to you that you can always reset your data via My Biztory > Reset Data.

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