Biz School

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  1. Welcome to Bizuno-U
  2. FAQs
  3. Quick Start
    1. Installation
    2. Configuration
    3. Your Dashboards
    4. Your First Product
    5. Your First Purchase
    6. Your First Sale
  4. Working With Bizuno
    1. Navigation
    2. Dashboards
    3. Currencies
    4. Locale
    5. Settings
  5. Users Guide
    1. Customers
      1. Manager
      2. CRM Manager
        1. Promotion Manager
      3. Sales Manager
        1. Request for Quote
        2. Sales Order
        3. Sale
        4. Credit Memo
      4. Prices
      5. Amazon Interface
        1. Uploading Inventory
        2. Downloading Orders
        3. Confirm Shipments
        4. Reconciling Payments
      6. Order Fulfillment
      7. Returns Manager
      8. Reports and Forms
    2. Vendors
      1. Manager
      2. Purchase Manager
        1. Request for Quote
        2. Purchase Order
        3. Purchase
        4. Vendor Credit Memo
      3. Prices
      4. Reports and Forms
    3. Inventory
      1. Manager
        1. Accessories
        2. Attributes
        3. Images
        4. Options
        5. Vendors
      2. Assemblies
      3. Adjustments
      4. Build Manager
      5. Inventory Bulk Edit
      6. Receiving/Inspection
      7. Reports
    4. Banking
      1. Customer Receipts
      2. Customer Refunds
      3. Vendor Payments
      4. Vendor Payments - Bulk
      5. Vendor Refunds
      6. Account Register
      7. Cash Reconciliation
      8. Reports and Forms
    5. General Ledger
      1. GL Manager
        1. Intuit Online Payroll
      2. Budgeting
      3. Reports and Forms
    6. Quality
      1. Document Control
      2. Quality Manager
      3. Maintenance Manager
    7. Tools
      1. Shipping Manager
      2. PhreeForm - Reports/Forms
      3. OpenCart Interface
      4. PrestaShop Interface
      5. WooCommerce Interface
      6. Google Interface
      7. Image Manager
      8. Translator Assistant
      9. Import/Export
      10. Backup/Restore
    8. My Business
      1. Profiles
      2. Employees
      3. Fixed Assets Manager
  6. Administrators Guide
    1. Module Settings
      1. Bizuno Settings
        1. Linking Your Account
        2. SMTP Configuration
        3. Creating a New Store
      2. Contacts Settings
      3. Inventory Settings
      4. Payment Settings
      5. PhreeBooks Settings
      6. PhreeForm Settings
    2. Extension Settings
      1. Multi-Store Extension
      2. Service Builder - Job Templates
    3. Security
      1. Data Encryption
    4. Roles
    5. Users
    6. Maintenance
      1. Protecting Your Business Data
      2. Backing Up Your Data
      3. Restoring From a Backup
    7. Reloading and Importing Reports and Forms
    8. Using Barcode Scanners
    9. Importing and Exporting
      1. Converting from PhreeSoft Cloud and PhreeBooks5 to Bizuno for WordPress
      2. Importing Contacts – Customers and Vendors
      3. Converting from Another App
      4. Converting from PhreeBooks
  7. Advanced Topics
    1. The Bizuno Journals
    2. Working With Taxes
    3. Fixing Trail Balance is Out of Balance Errors
    4. Editing Reports and Forms
    5. Entering a Vendor Deposit
    6. Entering a Customer Deposit
  8. Tutorials
    1. Mastering Price Sheets
    2. Installing the Bizuno/WooCommerce Interface
    3. Translating Bizuno
    4. Using Bizuno for Managing Trusts
  9. Technical Stuff
    1. Developer Information
    2. Bizuno API
    3. Adding New Themes
  10. More Resources
    1. Glossary

Banking #

Then there’s the money. Bizuno incorporates all the banking features of the PhreeBooks Accounting engine and more. If it has to do with cash, the PhreeBooks banking module is involved. 

Banking Topics

Cash Receipts (money received from customers) – Cash receipts are defined as money received from customers for payment of goods and services. Bizuno uses a modularized payment method system to allow for multiple payment processors to be used. 

Paying Bills (money paid to Vendors) – A necessary evil but Bizuno makes it as easy as possible to pay you bills. Payments may be made through several methods and are tracked separately to make reconciliation with the bank easy. Bizuno even allows you to pay multiple vendors at once, see the next topic.

Paying Bills in Bulk – Bizuno has a very powerful bulk payment manager that allows you to select which vendors to pay, which invoices to pay and how much. This feature is primary intended for paper checks, although it may also be used for electronic payments as well.

Customer Refunds – This feature will generated a payment record to a customer in response to a credit memo. A paper check may be generated or other type of transaction depending on what payment methods have been installed.

Vendor Refunds – Vendor refunds are handled in a similar way a customer receipts but for your vendors. With the right reference number, checks received from vendors can be deposited using the same deposit slip as your customer checks that day.

Cash Account Register – The feature provides a quick look at a cash account. Data is presented for a given cash account/period.

Reconciling with the Bank – Oh the joy of balancing the checkbook. Using some tips and tricks listed below, you can grooup your transactions by type per time period and greatly simplify this onerous task. 


  • How to receive partial payments
  • How to enter a deposit
  • How to balance your cash account
  • How to edit the Bank Check form to fit your blank checks
  • How to setup data encryption

Tips and Tricks

  • Entering Reference numbers to make it easier to balance with the bank
  • Setting default payment method settings 
  • Storing credit card information using encryption
  • Generating a checking account deposit slip
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