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

Technical Stuff #

PhreeBooks 5 and Beyond

For PhreeBooks users and others that want to host their own Bizuno application on their own servers, PhreeBooks 5 is for you. PhreeBooks 5 will be a front end to the Bizuno library and thus will be a much scaled down version than prior version. The Bizuno library will be developed and maintained exclusively by PhreeSoft.

Converting from PhreeBooks before Release 3.7

If you are running a version of PhreeBooks prior to Release 3.7, you have 2 options. Option 1 is to use the line in the sand approach to start fresh. Option 2 is to upgrade to Release 3.7 and use the conversion tool included with PhreeBooks 5 to convert your database over.

Converting from PhreeBooks 3.7

PhreeBooks 5 includes a conversion script to convert your PhreeBooks R3.7 database and files to the Bizuno format.

PhreeBooks 4.0

PhreeBooks 4.0 is under development but seems to be on hold. The PhreeBooks project was taken over by member Rene. PhreeBooks 4.0 will more closely follow the PhreeBooks architecture, look and feel of earlier version of PhreeBooks. For development status, please visit the GitHub project page.


Support for PhreeBooks 5 is only available though the GitHub project website. No support is available for server set up and configuration. Please check the minimum requirements before attempting to load or run PhreeBooks 5. Support for the Bizuno is available at the website.

Bizuno for WordPress

(NOTE: The WordPress plugin is currently in the process of acceptance by the WordPress development team for inclusion in their repository. If the application is not found when searched, it is safe to assume that the process has not finished yet. We’re working on it…)PhreeSoft has incorporated the Bizuno library as a plugin for WordPress. The plugin is available through your WordPress website through the Plugins Administration page. To get the plugin:

  1. Log into your WordPress website administration control panel.
  2. Navigate to the Plugins page.
  3. Click Add New at the top of the page.
  4. type bizuno in the search box.
  5. Once the Bizuno plugin is found, click Install Now

Once the plugin has been installed, your can access the portal from the administration menu or directly at:

The direct method will allow your users to access Bizuno without having access to your WordPress administration control panel.

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