Everything you need to know about BizMS ecosystem.
A.BizManager includes 8 modules: Accounts & Transactions, Project Management, Invoicing, Customer CRM, Marketing Campaigns, Subscriptions, Users & Salary, and a Personal Todo board for every user.
A.No. Admin controls exactly which modules and which actions (View, Add, Edit, Delete) each user can access. Users only see what admin has permitted.
A.When you create a new billing document it starts as a Quotation — the PDF header shows "QUOTATION". Once payment is received and you mark it as paid, it becomes an Invoice — the PDF header changes to "INVOICE". Invoices are locked from editing.
A.Yes. BizManager is fully mobile responsive and works on all screen sizes.
A.Three things create automatic debit transactions: 1. Campaign Total Spent → Category: Campaign Expense, 2. Subscription Price → Category: Subscription Expense, 3. Salary Paid Amount → Category: Salary. All auto transactions show an [Auto] tag in the transactions list.
A.Campaign Expense, Subscription Expense and Salary are protected categories. They cannot be deleted from Settings even by admin, because they are required by the auto transaction system.
A.No. The Invoice module is completely standalone. Invoices do not create any transaction and do not affect global financials. They are used only for client billing documentation.
A.Project profit = Total Credit − Total Debit from all payments recorded under that project.
A.Total Project Price is stored as a reference on the project. It never creates a transaction and never affects global financials. It is used only to calculate: Pending Amount = Total Project Price − Total Credit.
A.New Payment creates a new transaction that affects global financials. Link Existing Item links an already-recorded transaction to the project for profit calculation only. It does NOT create any new transaction and does NOT affect global financials a second time.
A.Only users with the special "viewPayments" permission under the Projects module can see the payments section. Normal users with projects.view can only update status and add notes.
A.Each campaign has 5 chart types: Funnel chart (lead stage drop-off), Donut chart (audience breakdown), Bar chart (metrics comparison), Line chart (conversion rate analysis), Radial gauge charts (completion, pending, rejection rates), plus a full ROI summary table.
A.Yes. When you save a campaign with Total Spent amount, a debit transaction is automatically created in the Accounts module with category "Campaign Expense". This affects Total Debit and Net Balance in your financial summary.
A.No. Monthly Salary and Pending Amount are stored as reference data only. Only the Paid Amount creates a debit transaction automatically with category "Salary".
A.Yes. You can record multiple partial payments for the same month. Each payment creates a separate debit transaction. The system tracks total paid and remaining pending automatically.