Bizzly can also be used as your customer management system. It is capable of recording a lot (or little) of details.
To create a new customer, head to your customers page and select the 'Add Customer' option.
You're able to add additional contacts as well as defining a primary contact. The primary contact is the main contact you will be sending your invoices, quotes and reminders to.
At the bottom of the new customer page is a section for 'Invoice details'. This optional and you can read more about these options here.
To create a new customer, head to your customers page and select the 'Add Customer' option.
You're able to add additional contacts as well as defining a primary contact. The primary contact is the main contact you will be sending your invoices, quotes and reminders to.
At the bottom of the new customer page is a section for 'Invoice details'. This optional and you can read more about these options here.