DOCUMENTATION

Everything Bizinly does.

A guide for running your business on Bizinly, and a reference for connecting to it — written from the same topics Lucy answers from inside the app.

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The Bizinly dashboard, showing unpaid invoices, quotes awaiting an answer, revenue, and Lucy's picks for what to look at first

User guide

Getting started

Getting started with BizinlySet up your company, then create your first quote, order or invoice.
How documents flow: quote to order to invoice to paymentThe normal path through Bizinly, and the credit note that corrects it.
Finding what you need: search, filters and exportsGlobal search, list filters and PDF/CSV exports.
Everything Bizinly doesEvery part of Bizinly in one list — documents, payments, contracts, projects, purchasing, inventory, your team and Lucy.

Customers & products

Add a customerCreate a customer with addresses and contacts, or quick-add one from a document.
Customer records, the drawer and contactsPreview a customer without leaving the page, and manage the people at each company.
Add a product or serviceBuild your catalogue, or just type free-text lines and let Bizinly catch up.
The Products listFind, filter and work on many products at once — status pills, filters, bulk actions, archive and a side panel.
Import and export customers and productsBring your existing data in as CSV or JSON, and export it back out any time.

Sales

Create a quoteSend an offer, then accept it into a sales order.
Accept a quote and turn it into an orderOne press turns a sent quote into a new, linked sales order.
Create a sales orderConfirm the work, then create its invoice whenever you're ready.
Working with documents — status, cloning, linking and archivingThe rules behind every status change, plus clone, link and archive.
Deals and the sales pipelineA stage board for your leads, from first contact to a won quote.
Collaboration: messages and filesChat with your team on a document, and attach the files that belong with it.
Comments and @mentionsTalk about the work where it happens — and pull a teammate in by name with @.

Invoicing & payments

Create an invoice directlyWrite an invoice without an order, as a draft with no number yet.
Create an invoice from an orderCopy a confirmed order straight into a draft invoice.
Issue an invoice, and what changes afterNumbering happens at issue, and an issued document is locked.
Proforma invoicesA payment request that isn't a tax invoice — yet.
Due dates and payment termsHow the due date is computed, and the four ways a term can define it.
Pricing, discounts and VATLine and document discounts, tax-exclusive vs inclusive prices, and the VAT recap.
Record and manage paymentsRecord a payment, split it across instalments, refund it, or delete a mistake.
Credit notesCancel or correct an issued invoice, in full or in part.
Online paymentsLet a customer pay a shared invoice by card, PayPal, Direct Debit or bank transfer, right from its link.
Set up StripeTake card payments — plus Apple Pay, Google Pay and more — on your invoices' pay page, step by step with the webhook.
Set up Authorize.NetTake card payments through Authorize.Net's hosted card form.
Set up PayPalAdd PayPal's own pay buttons to your invoices' pay page, step by step with the webhook.
Set up Revolut PayAdd cards and Revolut Pay to your invoices' pay page through the Revolut Merchant API.
Set up GoCardless (Direct Debit)Let a customer pay by Direct Debit mandate instead of a one-off card or bank payment.
Set up WiseSend a Wise payment request link — pay by card or bank transfer through Wise.
Set up bank transferShow your account details and a scan-to-pay QR code on every shared invoice.
Payment linksShare a link or QR code for a product, a service or a small package — the buyer pays online and the invoice makes itself.
Repeating invoicesSet up a template once; Bizinly creates and sends each occurrence on schedule.
Automatic payment remindersChase an overdue invoice by e-mail, on a schedule you set once.

Contracts

ContractsA contract is a document, its terms and its wording, all in one place.
Sign contracts onlineA customer signs on the contract's own link, and it can start billing itself.

Projects

Projects and tasksWork for a customer or for the team in one place — members, a task board, due dates, time and files.
Working on a taskThe task side panel and task page — people, dates, comments with @mentions, files and the activity log.
Checklists, subtasks, labels and linksBreak a task down, tag it, and show what it depends on.
My tasksEverything assigned to you, from every project and order, on one board or in one table.
Statuses, labels and Projects settingsName the steps your work goes through, set up labels, and switch parts of Projects on or off.
Time tracking and the timerLog time by typing it or with a timer that follows you across the app — and never counts time when nobody is there.
Invoice your timeTurn a customer's unbilled project time into a draft invoice — one line per task or one line in total, rounded the way you choose.
Reminders and notificationsWho hears about what in Projects — and how each person chooses the bell, e-mail or SMS for every kind.

Purchasing

Purchase orders and suppliersThe buying side of Bizinly — order from your suppliers, the same way you sell.
Inventory and warehousesStock levels per warehouse, receiving, counts, transfers, shipments and low-stock warnings.

Documents

Print preview and PDF downloadThe same layout on screen, in the PDF, and on the public link.
Share and e-mail a documentSend the PDF by e-mail, or hand over a link that needs no login.
Documents in your customer's languageSend every customer their invoice in the language they actually read.
Document branding and e-mail templatesMake your quotes, orders and invoices look like your business, and word your e-mails once.

Lucy AI

Meet LucyWhat Lucy is, the three ways she works with Bizinly, and how permissions, the audit trail and privacy work.
Lucy, your in-app assistantAsk Lucy how to do something, search by asking, let her draft a document, or book an appointment.
What Lucy can do in your workspaceEvery tool available to a connected Lucy, Claude or ChatGPT, in plain language.
Connect Bizinly to your own LucyLet your own Lucy, Claude, ChatGPT or another AI assistant search, create and update your Bizinly data directly.

Settings & admin

Company and document settingsYour legal details, bank accounts, numbering, and what prints where.
Reference data: tax, currencies, units, payment methods and statusesThe building blocks every document line and every payment picks from.
App settings overviewWhat's under Admin in the sidebar, and who can use each part.
Team members and rolesAdd people, decide what they can do, and shape the menu for everyone.
Logs and securityActivity, sign-in attempts, server errors, and blocking an address or unlocking an account.
NotificationsWhat your team hears about, and how — in the app, by e-mail, or by SMS.
Installation settingsSign-up, exports, e-mail, SMS, security and file storage for your whole workspace.
Address autocomplete and mapsSuggest addresses as your team types, and show a map on customer pages.

Team

Rota and shift planningPlan the week, publish it to your team, and keep shifts within sensible limits.
Time clock and timesheetsClock in and out with breaks, and the timesheets that turn hours into pay.
Leave requests and balancesRequest time off, see your balance, and how approval works for planners.
Team feed, groups and activityA feed for your team, conversation on the records you work on, and groups.

Account & security

Your accountProfile, contact details and language — the same across every app on the platform.
Account securityChange your password, turn on two-factor authentication, and manage your devices.

Developers

Connecting to a Bizinly workspace from your own tools, or an AI assistant — a separate reference from the guide above.

Developers

Overview & architectureHow Bizinly is put together — modules, workspaces, and where to start integrating.
The starter projectA ready-to-run SaaS project — sign-in, billing and admin already built — that connects to a Bizinly installation, or stands on its own.
Bizinly AdminThe control plane that manages people, roles, tenants and modules across every Bizinly installation you run.
PluginsHow a plugin adds a feature to Bizinly — or to your own starter project — without forking the app.
Connect with MCPRead and write your Bizinly data from your own AI assistant or tooling, over MCP.
Import & export formatsThe CSV/JSON shape Bizinly reads and writes for customers and products.
Document & e-mail placeholdersThe token vocabulary used in document texts, e-mail templates and repeating invoices.
Contract placeholdersThe token vocabulary available when writing a contract template.
LocalizationThe languages Bizinly speaks, and how a document's own language is decided.
Payment webhooksThe endpoint pattern, signature verification and event list behind each online payment provider.