Author: Joy McClanahan

There’s a number of ways that Lizzy allows you to email invoices to your customers. Below are some tips to help you better utilize this function within Lizzy.   Emailing…More…Emailing invoices from Lizzy

We understand that some of the reports in Lizzy can be a bit hard to understand, particularly the ones that contain a lot of data, such as the Technician Performance…More…Technician Performance Report

Suppliers often use an internal PO number or reference number for orders you send them. This can create confusion given that Lizzy generates a PO number automatically when you create…More…Using Reference Numbers with Purchase Orders in Lizzy

In our last blog post, we discussed how to add customer cards to Lizzy for future payments. However, even with a contact that has card data on file, you should…More…Issues with Saved Info? Clear Your Cache!

Sometimes you may have a customer that wants you to save their credit card information for phone sales (or for their employees to make purchases without the company card in…More…Saving Customer Credit Cards for Future Purchases