Getting Started with Bizlync
Welcome to Bizlync! This guide will walk you through setting up your account, configuring your organization, and getting ready to process your first sale.
Cloud-First Platform
Bizlync runs entirely in your browser. There is nothing to install. Your data is securely stored in the cloud and syncs in real-time across all your devices.
Account, Organization & Settings Setup
When you log in for the first time, you belong to an Organization. Your Organization is your private workspace where all your business data lives. All data is strictly partitioned by Organization, meaning you can securely invite staff members to collaborate without your data leaking to other accounts.
Team Collaboration & Roles
You can invite other staff members to your Organization by going to the Settings page and entering their email. You can assign them either:
- Admin role — Full access to all features including billing and deep settings
- Standard role — Restricted from modifying billing and deep settings
Theme Toggle
You can switch between Light Mode and Dark Mode at any time using the theme toggle (moon/sun icon) in the top right corner of the dashboard to suit your visual preference.
Customizing Your Organization (Settings Page)
To make the platform truly yours, visit the Settings menu at the bottom left. Here is what you can configure:
Organization Details
Set your Business Name, Corporate Address, Phone Number, Email, default Currency symbol, and insert a Logo URL. These details automatically populate across your generated invoices and receipts.
Organization Labels (System-Wide Tags)
Create color-coded labels (tags) specific to your organization. These custom labels can be applied across the entire system—tagging Products, Inventory Items, Services, Brands, Vendors, and Invoices. This ensures powerful internal tracking, filtering, and categorization tailored exactly to how your business operates.
Invoice Customization
Adjust the look and feel of your customer-facing invoices:
- Set a primary accent color to match your brand
- Configure custom Header Text or Footer Notes (e.g., "Thank you for your business! All sales final within 30 days.")
Invoice Numbering Rules
Define exactly how your Invoice IDs are generated:
- Append a custom prefix (e.g., "STORE-")
- Switch between Secure Random Alphanumeric Keys or Sequential Numbering for perfect traditional bookkeeping
- If using sequential numbers, easily control the "Next Invoice Number" starting point
Shipping Label Designer
Bizlync includes a built-in shipping label generator. Under Settings, you can specify:
- Thermal printer's Label Width and Height (e.g., 102mm x 152mm for standard 4x6 labels)
- Adjust margins and fine-tune typography using scale multipliers
- Enforce an All-Caps format and append a custom delivery note
Usage Limits & Plans
Keep track of your monthly quotas. Based on your subscription tier, you have set limits for:
- Number of invoices you can generate
- Active expense templates
- Shipping tracking links
The Settings page provides real-time progress bars showing your usage against your plan constraints.
The Recommended Setup Sequence
To get the most out of Bizlync and ensure data is properly linked, we recommend setting up your foundation in this exact order:
- Add your Vendors/Suppliers — Operations & Finance → Vendors
- Define your Brands & Categories — Catalog & Inventory → Brands / Categories
- Add your Products & Services — Catalog & Inventory → Products / Services
- Confirm your initial Inventory Levels — Catalog & Inventory → Inventory
- Add your frequent Customers — Sales & CRM → Customers