Frequently Asked Questions

Common questions about ezBiz

Everything you need to know before you get started. Get honest answers to your top questions about switching to ezBiz.

  • Does ezBiz work for any industry?

    Our system is designed with small & medium businesses in mind. But ezBiz should work with any industry that deals with proposals, contracts or invoices.

  • Does ezBiz integrate with other services?

    ezBiz is currently compatible with PayPal and your local network operator for billing, with plans to add more integrations in the future.

  • Does this service require any installation?

    No installation required. You can access the app through a web browser.

  • Can I use this from any location?

    Yes, all you need is an internet connection to access your account.

  • Can I do my accounts on ezBiz?

    Yes you can do accounts on ezBiz. It has a accounting modules which consists of all the core accounting functionalities a small business would need.

  • Is there a CRM (Customer Relationship Management) module in ezBiz?

    We have included basic CRM features in ezBiz. A high level Relationship Modules will be introduced in the near future.

Payments

Everything you need to know before you get started. Get honest answers to your top questions about switching to ezBiz.

  • How can I make the payments?

    You can make payments through credit cards.

  • Will I be billed when I register?

    No, our 14-day free trial does not require a credit card. At the end of the 14-day trial, you will have the option of signing up for our monthly or annual subscription plan.

  • Can I change my plan anytime?

    Yes, there are no lock-ins or restrictions on your ezBiz account. You can change your account at any time.

  • Can someone else use my account to help me with my business?

    Yes. But due to security concerns we strongly recommend against it. However, your ezbiz account comes with 3 user licenses. You can assign one of these accounts to that someone.

Users

Everything you need to know before you get started. Get honest answers to your top questions about switching to ezBiz.

  • How can I add new users to the app?

    Click the User menu (Click on your name to go to the user menu) and click "Settings". → "User" → Click "Create User" button.

  • Can I add new user roles?

    Yes, you can add new User Roles from "Settings". Click User menu (Click on your name to go to the user menu in the app) and click "Settings" → "User" → "Add User Roles".

  • What if 3 user accounts are not enough for my business?

    If you require more accounts, you can get them by licensing another user account to existing business account. Each additional account costs $4 per month.

General

Everything you need to know before you get started. Get honest answers to your top questions about switching to ezBiz.

  • Can I use just one module off your app (I don’t really need the others)?

    No. You buy one, you buy all. ezBiz modules are integrated with each other which means someday when you expand your business operations (like say, vertical integration), you can seamlessly engage in your new operations without wasting time and money getting your new operations up to speed.

  • Will my documents be private and secured?

    Yes, we use the latest SSL technology and back up all your documents to provide you with a private and secure service.

  • I need to have reports of my daily sales and inventory movements. Is it possible?

    Yes, you can view reports such as daily sales, customer aged analysis, item movements, etc. Click "Reports" (on the Side menu) in each module to view respective reports.

  • What are "notifications" displayed in the app?

    You are notified on overdue invoices, items that reached re-order levels, etc. The new notifications are displayed with the number of notifications on the top right hand corner panel (the bell icon).

  • I need to restrict some features from several users. How can I do it?

    You can edit the "User Role" and assign it to the relevant user. To edit the features in the User Role, go to "Settings" → Click "User" in the Side manu. → Click "Edit User Role" → click on the relevant User Role → tick on/off the relevant check box(s) → Click "Save" button next to the User Role.

  • What are locations?

    Locations can be your inventory locations, sales front offices, sales outlets, etc. Any location you need to track separately.

  • Can I add/edit locations?

    Yes, you can add / edit locations. Click "Settings" → "Locations"

  • Can I customize templates for my invoices?

    Yes, you can customize templates for your invoices, Quotations, Sales Orders, Payment receipts, etc.

  • Can I use taxes in the invoices?

    Yes, you can use taxes in your transactions. Also you can use Simple taxes and Compound taxes where necessary.

  • Are there multiple tax types in this app?

    Yes, you can define simple taxes and compound taxes. Further you can assign the taxes to items you need.