How can we help you? Find answers to common questions and learn how to make the most of BizSuite.
Quick answers to the most common questions about BizSuite.
Go to the login page and click "Forgot Password". Enter your registered email address and we'll send you a password reset link. Follow the link to create a new password. If you don't receive the email within 5 minutes, please check your spam folder or contact support.
Navigate to Settings > User Management from your dashboard. Click "Add User", enter the team member's email address, and assign their role and permissions. They will receive an invitation email to join your BizSuite account. You can manage all users and their roles from the same section.
Go to the Invoicing module and click "Create Invoice". Fill in the customer details, add line items with quantities and rates, and apply any applicable taxes. You can preview the invoice before sending it directly to the customer via email or downloading it as a PDF.
Navigate to Settings > Banking > Connect Bank Account. Select your bank from the list of supported banks and you'll be redirected to the bank's secure login page to authorize the connection. Once connected, transactions will sync automatically. We support major banks including HDFC, ICICI, and SBI.
Go to Settings > Data Management > Export Data. You can choose to export specific modules (e.g., invoices, contacts, inventory) or your entire account data. Data is exported in CSV or Excel format. For full account exports, you will receive a download link via email once the export is ready.