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myBizZone Setup
Create your account — step 1 of 4
Your Information
Tax Configuration
Set your local tax rates. These auto-apply to taxable items on all invoices and quotes.
Combined Tax Rate Preview
6.00%
Not sure of your exact rate? Check your state Department of Revenue site, or use a free lookup tool such as taxrates.sales-taxes.com.
Company Branding
Upload your logo. It will appear on all invoices and quotes.
Click to upload your logo (PNG, JPG, SVG)
Recommended: 400×150px
Your Account is Secured
Every login is protected with a 6-digit verification code sent to your email — no SMS or extra setup needed.
You can also trust devices for 30 days to skip the code on your regular devices.
Help us improve by telling us why you're cancelling.
${['Too expensive','Missing a feature I need','Switching to another tool','Not using it enough','Just testing','Other'].map(r=>
``
).join('')}
Dashboard
Revenue Over Time
Invoiced
Collected
Expenses
Invoice Status
Income vs Expenses
Collected
Expenses
Recent Invoices
Recent Quotes
Recurring Invoices
Invoices
0 selected
Quotes
0 selected
Products & Services
Clients
Reports
Expenses
Expense Categories
Organize your expenses into categories for clearer reporting.
Import Data
Bring your existing data into myBizZone
Upload a CSV or Excel file to import your old invoices, quotes, products, clients, or expenses. Each imported record gets a new sequential number — your original number is saved in the Notes field for reference.
Step 1 — What do you want to import?
📄
Invoices
💬
Quotes
📦
Products
👥
Clients
💸
Expenses
Step 2 — Download the template, fill it in, then upload
Required columns for
Open in Excel or Google Sheets, fill in your data, save as CSV or XLSX
📂
Click to browse or drag & drop your file here
Supports CSV (.csv) and Excel (.xlsx / .xls)
Step 3 — Preview & confirm import
Broadcast to Clients
Send an announcement to all of your clients at once — e.g. holiday hours, new payment options, or service updates.
This emails every unique client email on file (from your Clients list and past invoices) and includes a link to their client portal.
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Account Settings
Personal & Company Info
Tax Rates
Applied automatically to taxable items.
Combined rate0.00%
Company Logo / Branding
Click to upload logo
Invoice / Quote Accent Color
The color used on your invoices and quotes — header line, document number, and totals.
💳 Payment Settings
Choose how your clients can pay their invoices.
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💳 Subscription & Billing
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🌐 myBizZone Network
List your business in the public myBizZone Network directory so clients and other businesses can find and contact you. Requires Professional plan.
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Terms & Conditions
Request a Service
Tell us what you need and we'll follow up with a plan.
What kind of request is this?
Almost done — confirm your details
We'll send a confirmation link to your email. Your request joins our queue once you click it.
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Check your email
Click the confirmation link we sent to activate your request. Check your spam folder if you don't see it.
🏛️ Tax rate: 0.00% (taxable items only)
Line Items
Description
Date (optional)
Qty
Unit
Unit Price
Amount
Tax
Discount (%)
Subtotal$0.00
Discount
Tax
Total$0.00
📧 Quote Delivery & Approval
When marked as "Sent", the client receives an email with an approval link. The quote expires on the Valid Until date set above.
Add Product / Service
Add Category
New Recurring Invoice
Set up automatic invoice generation
Client
Schedule
Services / Line Items
Quick add from saved products:
Description
Qty
Unit
Unit Price
Amount
Subtotal$0.00
Discount
Tax
Total per Invoice$0.00
📋 Client Agreement Required
An agreement email will be sent to the client for them to review and accept before billing starts.
The first invoice will only be generated after the client clicks Accept Agreement in that email.
You can pause or cancel at any time from the Recurring Invoices page.
Add Client
Payments
Add Expense
Add Expense Category
Customer Quote Approval
By clicking Approve, you agree to the quoted services and authorize work to proceed.
Cancel Invoice
This keeps a permanent record of the cancellation, including today's date and the reason above. The invoice itself is not deleted.