Getting started with Bizinly

Bizinly keeps your customers and products, sends quotes, confirms orders, issues invoices, records payments and shares PDFs — all from one connected workspace. Set up your company first, then create your first document.

1. Open Settings → Company and fill in your legal name, registration and tax numbers, address and contact details. Upload your logo and add at least one bank account — this is what appears on your invoices.
2. Open Settings → Documents and check the numbering prefix for each document type (quote, order, invoice, proforma, credit note by default) and the footer texts printed on them.
3. Check Settings → Tax types (VAT/tax rates), Payment terms (due dates) and Payment methods — sensible defaults are already there; adjust if needed.
4. Add a few products (or skip this — you can type free-text lines on any document) and your first customers, or quick-add a customer straight from a document form.
5. Create your first document: Quotes → New quote, Orders → New order or Invoices → New invoice.
6. Press Ctrl + K (⌘K on a Mac) anywhere in the app to search documents, customers, contacts and products.

See How documents flow next for the normal path from quote to payment, or jump straight to Create a quote or Create an invoice. Stuck on a step, or want a document drafted for you? Meet Lucy, built into every screen.