Quick Start Manual

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Manual

Intro
BizFusion Trial
User Interface
Contacts Module
Products Module
Discount Rules
Inventory Module
Sales Module
Purchase Module
Bills & Receipts
Projects
Subscriptions
Credit note / Returns
VAT Module
VAT over margin
European Trade
Foreign Trade
VAT Shifted
US Sales Tax
VAT Correction
Manufacturing
Assets Module
Current Account
Accounting Basics 1
Accounting Basics 2
Accounting Advanced
Year End
Owner Equity
Income Tax
Banking Module
Payments
Loans
Financial Lease
Cross Payment
CSV Statement
Data Import
Data Export
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Plugin: Shopify
Plugin: CCV Shop
Plugin: Shop Pagina
Plugin: WooCommerce
Plugin: Bol.com
Plugin: MyOnlineStore
Plugin: LightSpeed




 

Customers


You use the contacts module to register customers and customer groups.
Each debtor, creditor and employee is registered as a customer in BizFusion.
After that, you can create sales and purchase invoices for your customers/contacts.

Go to: 'Contacts > Customer'

Example Customer Record





Your Company


You will notice that your customer list contains a customer called: 'Your Company'.
This customer record was created when you registered for BizFusion.
We recommend that you update this record with your company info.
It will not come as a surprise that you can't delete this special record.




Customer Groups


You can segment your customers into various customer groups.
E.g. you can create a customer group called 'Dealers'.
You can then use discount rules to specify different prices for different customer groups.
We will show you how to create discount rules later on.

Go to: 'Contacts > Customer Group'

Example Customer Group






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