Getting started
- Apply and activate your organisation
- Set company details, BRN and VAT status
- Add your first customers and products
- Invite your team and assign roles
Help Centre
How Mobiz Accounts works.
Twelve areas of the product, explained. Signed-in users also get the guided help inside the app.
Sales documents
- Create a quotation
- Convert an approved quotation to an invoice
- Issue a credit note against an invoice
- Download, print or share the PDF
Customers
- Add and edit a customer
- Read a customer balance
- Produce a Statement of Account
- Follow up overdue invoices with Aging
Payments
- Record a payment received
- Allocate one payment across invoices
- Handle a part-payment
- Apply a credit note
Suppliers
- Add a supplier
- Record supplier bills
- Raise a supplier credit note
- Track what you owe
Purchasing
- Create a purchase order
- Convert a purchase order to a bill
- Receive goods into stock
- Record a supplier payment
Inventory
- Mark a product as stock-tracked
- Understand stock movements
- Make a stock adjustment
- Use the low-stock report
VAT
- Set your VAT registration status
- Choose SR, ZR or EX per line
- Review VAT transactions
- Prepare figures for your return
Reports
- Profit & Loss for a period
- Balance Sheet
- Trial Balance
- Sales and Aging reports
Statement of Account
- Choose a customer and period
- Read the running balance
- Download or share the statement
Membership
- See your current plan
- Upgrade or downgrade
- Bank-transfer billing
- User and stock-location limits
Installing the app
- Install on Windows from Chrome or Edge
- Install on Android
- Add to Home Screen on iPhone and iPad
- Use it in any browser instead
Already using Mobiz Accounts?
Sign in and open the in-app guide, which walks through the same areas with the screens in front of you. This public Help Centre stays available to everyone.