Help Center

Set up your company

1. Go to Settings after your account is activated.
2. Add your legal name, BRN, VAT number, address and logo.
3. These details appear automatically on every document you issue.

Add your first customer

1. Open Clients and select New Client.
2. Enter their name and contact details — everything else is optional.
3. They are now available to select on any quotation or invoice.

Create a quotation

1. Open Quotations and select New Quotation.
2. Choose a customer, add line items — VAT is calculated automatically.
3. Send it, then convert it to an invoice with one click once accepted.

Create an invoice

1. Open Invoices and select New Invoice.
2. Choose a customer and add line items.
3. Preview, download or print the PDF, or issue it directly.

Issue a credit note

1. Open the original invoice and select Create Credit Note.
2. The credit note links back to that invoice automatically.
3. Mobiz Accounts prevents crediting more than the invoice's remaining balance.

Record a payment

1. Open Payments Received and select New Payment.
2. Choose the customer — their open invoices load automatically.
3. Allocate the payment across one or more invoices, or let it auto-allocate oldest-first.

Record a partial payment

1. Enter an amount less than the invoice total.
2. The invoice status becomes Partially Paid with the remaining balance shown.
3. Record another payment later to complete it.

Apply customer credit

1. If a payment exceeds what was owed, the difference becomes customer credit automatically.
2. Apply that credit to any future invoice for the same customer from the Payments screen.

Record an expense

1. Open Expenses and select New Expense.
2. Choose a category and enter the amount — VAT is split out automatically if applicable.

Manage suppliers and bills

1. Add suppliers under Suppliers.
2. Raise a Purchase Order, then convert it to a Supplier Bill once goods/services are received.
3. Record Supplier Payments the same way as customer payments.

Add a product

1. Open Products and select New Product.
2. Set a selling price and cost price — stock quantity updates automatically as you invoice and purchase.

Adjust stock manually

1. Open Stock Adjustments for corrections like damage or stock counts.
2. Every adjustment records a reason and shows in the product's movement history.

Set up VAT

1. Open VAT Settings and confirm your VAT registration status and default codes.
2. Standard, Zero-Rated, Exempt and Out-of-Scope codes are pre-configured for Mauritius.

Prepare a VAT return

1. Open VAT Returns to see a period's transactions summarised automatically.
2. Review, finalise, then mark it filed once you've submitted it yourself to the MRA — Mobiz Accounts does not file on your behalf.

Understand your reports

1. Profit & Loss and Balance Sheet are generated from your real chart of accounts and journal entries, not raw totals.
2. Aging and Customer Statement reports show exactly who owes you money.

Renew or change your plan

1. Open Membership to see your current plan, renewal date and payment history.
2. Submit a renewal, upgrade or downgrade request — an administrator reviews and applies it.

Add a team member

1. Open Users and select New User.
2. Your plan's user limit is enforced automatically — upgrade if you need more seats.

What happens if my account is suspended

1. If payment lapses past the grace period, new records can't be created until it's restored.
2. You can still read your existing data and submit a renewal payment from Membership at any time.

Reset your password

1. From the Login page, select Forgot Password.
2. Enter your email — a reset link is sent immediately.