Your First Ten Minutes in BIZA: From Sign-Up to a Posted Invoice
Sign up, set up your workspace, add a customer by asking the AI assistant, send a quotation, turn it into an invoice, and watch the ledger entry appear — the whole loop in about ten minutes.
Your First Ten Minutes in BIZA
This guide takes you from a new account to a real, posted invoice. On the way you will talk to the AI assistant, send a quotation, convert it to an invoice, and see the double-entry journal it creates. You do not need to import anything or know accounting to follow it.
It takes about ten minutes. Everything you create stays in your own workspace, so treat it as a practice run.
1. Create your account (1 minute)
Go to my.biza.app/signup. Sign-up has three short steps:
- Personal information — your name, email and a password.
- Company details — your company name, the short web address for your workspace, and your industry.
- Review & confirm — check the details, accept the terms, and select Create account.
No card is needed.
2. Set up your workspace (2 minutes)
BIZA then walks you through three setup screens:
- Region & Language — country, language, currency and timezone. These are pre-filled from your browser; correct anything that is off. Your country decides your default currency, tax labels (VAT or GST), date formats and which compliance features appear, so pick the country your business is registered in.
- Company Profile — company name, address and contact details. If you have your business registration to hand, select Upload and BIZA reads the name, registration and tax numbers for you to review.
- Company Documents — registration, tax certificate, logo and letterhead. All optional; a logo here appears on your quotes, invoices and PDFs. Select Finish or Skip.
When setup completes, your chart of accounts and your first stock location are already created. Select Start Using Biza.
Languages: English, Arabic and Malayalam are fully supported. Hindi, Urdu, Chinese, Korean and Japanese are in beta, with more on the way.
3. Add a customer by asking (1 minute)
Open the AI Assistant and type, the way you would say it:
Add a customer called Northwind Traders, email [email protected]
Send it with ⌘ + Enter (Ctrl + Enter on Windows). The assistant does not save anything on its own: it answers with a filled-in customer form. Check the details, add a phone number or payment terms if you like, and select Confirm & create.
This is how every AI action in BIZA works. The AI prepares the draft; you review and confirm it.
Prefer forms? Customers → Add Customer does the same thing.
4. Add a product (1 minute)
Go to Products → Create Product. Give it a name, a unit and a selling price, then save. One simple product is enough for this guide; variants, stock levels and price lists can come later.
5. Send a quotation (2 minutes)
Go to Quotations → New Quotation:
- Pick Northwind Traders as the customer.
- Add your product as a line and set the quantity. BIZA applies the tax rate for your country and totals the quote.
- Save. The quotation is a draft until you share it; select Mark as Sent when it goes to the customer.
Nothing has touched your books yet. A quotation is an offer, not a sale.
6. Convert it to an invoice and approve it (2 minutes)
Open the quotation and select Convert to Invoice. BIZA creates a draft invoice with the same customer, lines and prices.
Review it, then select Approve Invoice. Approving is the moment the sale becomes real:
- the invoice gets the next number in your sequence,
- a fixed PDF copy is kept as the copy of record, so every later download or email sends exactly what was approved,
- and the invoice is posted to your general ledger.
Where your country requires e-invoicing — for example ZATCA Phase 2 in Saudi Arabia — approval is also the point at which the invoice is prepared for submission, so only approve invoices you mean to issue.
7. See the ledger entry (1 minute)
On the approved invoice, open the Journal Entries section. You will see the double entry the invoice created, typically:
| Account | Debit | Credit |
|---|---|---|
| Accounts Receivable (Northwind Traders) | invoice total | — |
| Sales Revenue | — | net amount |
| Tax payable (VAT / GST) | — | tax amount |
Debits equal credits. You did not write a journal; BIZA posted it from the invoice, and the audit log records who approved it and when.
8. Ask a question about it (30 seconds)
Back in the AI Assistant, try:
Who owes us the most money right now?
or pick one of the suggested questions, such as Which invoices are overdue? The answer comes from your own data, and you can turn it into a report or pin it to your dashboard.
What you just did
In about ten minutes you created a customer by describing it, sent a quotation, issued an invoice, and saw it posted to the books — the same quote-to-ledger loop a trading business runs every day.