Setting My Biztory

How to enable payment box upon creating new invoice
ory Under the Sales tab, go to Sales Preference Tick the box that says “ Show other payment methods by default” Save  Note: if you want to ...
Fri, 26 Jun, 2020 at 7:20 AM
Can the receipt number be changed ?
Receipt number cannot be changed. Receipt number changes only when it follows the transactions accordingly. Biztory has an open API for you to connect e...
Fri, 26 Jun, 2020 at 7:21 AM
How to get API key?
Add Developer to user You must have added a Developer role to your user. 1. From the top right corner, go to “My User”. 2. Edit your user by clicking t...
Wed, 23 Dec, 2020 at 4:43 PM
Role & Permission definitions
For effective user management, you are able to group users into different accounts based on their specific roles and tasks.  Create a new user Assign ...
Wed, 12 May, 2021 at 12:06 PM
What is Owner & How can I use it?
Scenario: if my company has different salesman and I want them to only be able to view their own created invoice or quotation. Recently we have introduc...
Fri, 26 Jun, 2020 at 7:24 AM
How to add a salesperson into the sale’s list for them to use the cloud ?
Go to your user icon on the top right corner of the blue bar . and Click on “My Users” 3. Click “Add New” button on the top left . 4. Fill in the ...
Fri, 28 Aug, 2020 at 3:44 PM
How to change system language?
Manually change system language or customize system language for user: Option 1: Click on the bottom of the page to change system language Option...
Fri, 26 Jun, 2020 at 7:25 AM
How to enable quotations?
Go to your profile icon on the top right corner .  Click on “ My Biztory” Click on the “Sales” tab 4. Tick “ Enable Quotation Feature” 5...
Fri, 26 Jun, 2020 at 7:25 AM
How to upload a company logo?
Login in to your Subdomain 2. Click on My Biztory 3. Scroll down to Company Logo 4. Click Upload 5. After the photo is uploaded, remember to “Save...
Fri, 26 Jun, 2020 at 7:26 AM
How to enable purchase order?
Click on “My Biztory”. Click on the “Purchases” tab. Tick “Enable Purchase Order feature” and click on “Save”.
Fri, 12 Mar, 2021 at 3:53 PM