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 Invoices Immediately After an Invoice is Processed: Whenever a customer has…

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 Report. To help, two of our support reps, Michelle &…

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 the order. To make it easier to find a PO…

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 never see card information displayed in the payment form before…

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 hand). Yes, you can do this in Lizzy and still…