Credit Cards using PayPal

Getting paid using credit cards is a convenience that we cannot ignore. Get paid faster! To make this easier for you, BizSight integrates PayPal’s payment services directly into the receive payment process. Once you have established a merchant account with PayPal, you can take a card payment over the phone and process them directly through our payment screens.

Customize your Invoices, Quotes, Orders, and other templates

Our professional looking invoice forms allow you to include your company logo as well as select from five customizable templates. We have provided you with a redistributable report designer to customize these templates further.

The report designer is a graphical user-friendly tool that allows you to change the layout, fonts, as well as add/delete field.

Convert Outlook Emails to Customer Notes

Wouldn't it be nice to save your communication with your customers and vendors in one place, instead of searching through archived email folders, or tracking down the individual within your organization that communicated with the customer?  Customer communication is a part of your customer relationship and is something that should be available to your entire organization.

With our BizSight Outlook add-in, included with the product, you can select and tag a customer associated with your email communications - all within your regular Outlook email screen. Later, you can review this as a customer note within BizSight or run a report listing the notes associated with that customer.

Record Bills and Pay Vendors

Record your vendor bills and track your expenses.  BizSight allows you to track these at the item level or at just the accounting level. If these are purchases online with a credit card, you can still record them to track the expense for accounting purposes.

Vendor payments made through the system can be for multiple bills, taking advantage of vendor credits, and early payment discounts. Industry standard check layouts are used for printing checks.  These layouts can be further customized using our report designer to fit your needs!

Create Purchase Orders and Receipts

If you need to generate a purchase order to buy widgets or services in your business, BizSight can create these for you!  Once created, these can be emailed to your vendor confirming your order. Several customizable purchase order layouts are available to suit you needs!

If you are in the manufacturing industry, additional integration is available from our material planning side to automatically trigger purchase orders... with your approval.

Products or services ordered via these purchase orders can be received to update your inventories and affect your accounting.

Sell on eBay

Whether you are already selling on eBay, or interested in doing so, we provide a few extra tools to make this easier.

Once an eBay account has been created, BizSight allows you to select the products you wish to sell on eBay, assign them to the various categories, and push them from your financial accounting system to the website.  With just a few mouse clicks your products are exposed to the wide world of eBay!

As these items are purchased by customers from the eBay website, we can automatically import and record this sale in your financial accounting system.