Getting Started With Britixo
New to Britixo? Start here. These step-by-step guides walk you through first-time setup, security, branding, client onboarding and everyday tools, so your practice management software is fully configured for the way your UK business works.
How to Enable Google 2FA Authentication in Britixo
Learn how to secure every login with two-factor authentication, reduce unauthorised access risks and keep client data compliant with UK security expectations.
Open step-by-step guide →Basic Configuration, Branding and Settings in Britixo
Follow this walkthrough to set your firm name, logo, contact details and core preferences, so the entire Britixo workspace reflects your brand from day one.
Configure basics and branding →How to Login to Britixo Cloud-Based Software
Step-by-step instructions for logging in securely, managing credentials and accessing your practice management dashboard from any modern browser.
View login instructions →How to Invite Your Team Members to Britixo
Learn how to add staff, invite them by email and give each team member secure access to the modules, clients and tasks they need.
Invite your team →How to Customise Your Dashboard (Industry-Specific PMS or CRM)
Tailor widgets, panels and shortcuts so your Britixo dashboard shows the KPIs, tasks and client information that matter most to your role and industry.
Personalise your dashboard →How to Configure General Settings in Britixo Software
Configure global options such as date formats, regional settings, defaults and system behaviour so every module follows the same structure.
Review general settings →How to Set Up Email Templates & Email Branding in Britixo
Set up branded email templates with your logo, colours and footer details so every outgoing message looks consistent and professional.
Set up email branding →How to Add Your First Client in Britixo
Learn how to create your first client record, capture key details and link notes, files and future work to a single, central profile.
Add your first client →How to Import Clients in Bulk via CSV in Britixo
Migrate existing data quickly by importing clients from spreadsheets, mapping columns and validating information before it goes live.
Bulk-import clients →How to Add and Manage Notes, Files and Tags for Clients
See how to centralise documents, internal notes and tags on each client record, keeping your history organised and easy to search.
Organise client records →How to Set Up Your Branding and PDF Templates in Britixo
Customise invoice, proposal and document PDFs with your firm’s logo, fonts and layout so every exported file looks on-brand.
Brand your PDFs →How to Set Up Currencies, Languages & Timezones in Britixo
Configure the right base currency, supported languages and timezones to ensure accurate billing and scheduling across your practice.
Adjust regional settings →How to Add Custom Fields for Clients, Projects and Invoices
Extend Britixo with your own fields so you can track industry-specific data for clients, projects, jobs and billing documents.
Create custom fields →How to Use the Quick Actions Menu in Britixo
Speed up your day by using the quick actions menu to create tasks, clients, invoices and more in just a couple of clicks.
Use quick actions →How to Use the Global Search Bar Efficiently in Britixo
Learn search tips to instantly find clients, projects, invoices, tickets and more from anywhere inside Britixo.
Master global search →How to Set Up Notifications – Email, In-App & Slack
Configure how your team receives alerts for tasks, invoices, tickets and events using email, in-app messages and Slack.
Configure notifications →How to Configure Client Portal and Login Access in Britixo
Enable and configure the secure client portal so customers can view invoices, documents and updates without chasing your team.
Set up client portal →How to Set Up and Use Reminders in Britixo
Create personal and client-related reminders so key deadlines, renewals and follow-ups are never forgotten.
Schedule reminders →How to Use the Activity Log and Track System Events
Understand who changed what and when by using the activity log for compliance checks, troubleshooting and internal accountability.
Review activity logs →How to Customise Email Templates in Britixo Software
Deep-dive into editing subject lines, merge fields and layouts so your automated emails read naturally and match your tone of voice.
Customise email layouts →How to Use the Calendar and Schedule Events in Britixo
Learn how to manage appointments, internal meetings and key deadlines using Britixo’s built-in calendar and scheduling tools.
Use the calendar →How to Add and Use Announcements in Britixo
Publish internal notices and system-wide announcements so your team never misses important updates, policies or news.
Post announcements →How to Create and Manage To-Do Lists in Britixo Software
Break down work into simple to-do items, track personal priorities and keep everyday admin organised alongside client tasks.
Manage to-do lists →How to Install and Configure a Payment Gateway in Britixo
Connect payment gateways so clients can pay invoices online, speeding up cash flow and reducing manual reconciliation work.
Enable online payments →CRM & Sales Enablement – Guides & Features
Explore Britixo’s CRM and sales tools – from lead capture and pipelines, to proposals, estimates, invoices and renewals. These articles show how to run your entire sales cycle in one UK-ready CRM and Practice Management platform.
Britixo CRM Software Overview
Learn how Britixo CRM helps UK businesses manage leads, clients and sales pipelines alongside everyday operations in one integrated platform.
View Britixo CRM featuresAdding & Capturing Leads Automatically
See how to add new leads manually and capture them automatically from multiple sources, so every enquiry flows straight into Britixo CRM.
Open lead capture guideQualify, Convert & Move Leads Through Stages
Learn how to define stages, qualify opportunities and smoothly convert leads into active clients or projects inside Britixo.
View lead stages guideEdit or Delete Existing Leads
Clean your CRM data by safely editing or removing outdated leads while keeping your pipeline accurate and compliant.
Manage existing leadsAssign Leads to Staff & Use Permissions
Discover how to route leads to the right people, control access and prevent overlap with role-based assignment and permissions.
Open lead assignment guideLead Statuses, Sources & Tags
Structure your pipeline with custom statuses, sources and tags so you can quickly filter, report and act on the right opportunities.
Configure lead labellingCreate & Embed Lead Capture Forms
Build web forms, embed them on your website and automatically push new enquiries straight into your Britixo sales pipeline.
Set up lead formsEmail Integration for Auto-Generated Leads
Connect email inboxes so that enquiries and contact requests automatically become leads, keeping your team from missing any opportunity.
Configure email lead captureImport & Export Leads via CSV
Migrate existing data into Britixo and export filtered lead lists for campaigns, reporting or backups using CSV files.
Use CSV import & exportLead Activity Logs & Timelines
Track every interaction, note, email and status change against each lead to maintain a full, auditable activity timeline.
View lead activity logsKanban View & Custom Filters for Leads
Visualise your pipeline with Kanban boards, personalise views and apply custom filters to focus on the most important deals.
Use Kanban for leadsCreate & Send Estimates
Learn how to prepare, brand and send professional estimates to prospects directly from Britixo, with full tracking of responses.
Estimate creation guideConvert Estimates to Invoices or Projects
Turn accepted estimates into live projects or invoices in a single click, keeping all details and pricing aligned.
Convert estimates workflowCreate & Send Invoices
Step-by-step instructions for creating VAT-ready invoices, applying items and taxes, and sending them to clients via Britixo.
Invoice creation guideSet Up Recurring Invoices & Auto-Billing
Automate billing for retainers, subscriptions and ongoing services using recurring invoices and automatic schedules.
Recurring billing setupRecord Payments & Track Balances
See how to log client payments, part-payments and outstanding balances so your sales and finance data stay in sync.
Payment tracking guideIssue Credit Notes & Apply Them
Learn when and how to issue credit notes, link them to invoices and maintain accurate revenue records inside Britixo.
Credit note workflowsFilter, Export & Report on Sales Data
Use filters and exports to analyse sales performance, outstanding amounts and client value across your Britixo system.
Sales reporting guideCustomise & Brand Sales Documents
Apply your logo, colours, terms and layouts to all estimates, invoices and proposals so your documents match your brand.
Sales document brandingCreating & Sending Proposals
Build clear, professional proposals, attach pricing and terms, and send them to clients directly from Britixo.
Create and send proposalsConvert Accepted Proposals to Invoices or Projects
Turn accepted proposals into live work or billing with a single conversion step – no double-entry or missed items.
Convert accepted proposalsCreating Custom Proposal Templates
Save time with reusable proposal templates that include default wording, sections and layouts tailored to your services.
Set up proposal templatesTracking Proposal Views & Activity Logs
See when clients open, review or interact with proposals using detailed view logs and activity tracking.
View proposal activityEnabling Client Comments on Proposals
Allow clients to ask questions and leave comments directly inside proposals, keeping discussions in one secure place.
Enable proposal commentsProposal Expiry & Validity Dates
Control how long proposals stay valid, set expiry dates and encourage timely decisions from prospects.
Configure proposal validityViewing & Managing All Proposals
Use centralised proposal lists, filters and statuses to keep track of every opportunity, from draft to won or lost.
Manage proposal pipelineGlobal Proposal Settings
Adjust system-wide defaults for proposals, including numbering, terms, notifications and presentation preferences.
Configure global proposal settingsUnderstanding Proposal Statuses
Learn what each proposal status means (draft, sent, viewed, accepted, declined, expired) and how to use them effectively.
Review proposal statusesConvert Proposals to Invoices or Projects
Convert any proposal into an invoice or project while preserving pricing and scope, reducing admin and errors.
Conversion workflow detailsDigital Signatures on Proposals
Allow clients to approve work securely using digital signatures, shortening the sign-off cycle and improving traceability.
Enable digital signaturesProposal Templates vs Manual Entry
Decide when to use templates and when to write custom proposals from scratch, depending on the complexity of the job.
Template vs manual guideDuplicating or Cloning Proposals
Speed up sales work by cloning existing proposals, then tweaking pricing or scope for new clients or repeat work.
Clone proposals quicklySending Proposal Reminders to Clients
Automate or trigger polite follow-up reminders when proposals are still pending, helping you close more deals.
Set up proposal remindersHandling Expired Proposals & Extensions
Learn what happens when proposals expire and how to extend or recreate them without losing your history.
Manage expired proposalsTracking Proposal Activity & Audit Logs
Access a full audit trail for every proposal, including changes, comments and actions, for governance and compliance.
See proposal audit logsHow Clients Accept or Decline a Proposal
Understand the client-side experience for approving, rejecting or querying proposals through the Britixo portal.
Client acceptance flowDownload or Print Proposals as PDF
Export proposals into branded PDF files for offline sharing, printing, or attaching to external systems.
Download proposal PDFsConvert Proposals into Invoices or Projects (Sales Guide)
A sales-focused walk-through of converting proposals into billable work and projects, aligning CRM and PMS.
Sales conversion guideCreate & Send Proposals from Sales Module
Use Britixo’s sales tools to build proposals directly within the leads and sales workflow for a seamless experience.
Proposals via sales moduleBest Local Software Solutions in the UK
An overview of top-performing UK-based software tools helping SMEs modernise operations and reduce manual workload.
Visit PageUK Leading ERP Software — Powerful & Affordable
A deep dive into full ERP capabilities for UK industries, including automation, financial management and modular scalability.
Visit PageBritixo Help Centre — All Guides & Tutorials
One central knowledge hub covering CRM, PMS, workflows, automation, billing, reporting, and UK-compliant settings.
Open Help CentreAccounting Software Pricing & Comparisons (UK)
A fully researched comparison of leading UK accounting tools versus Britixo’s integrated accounting & PMS modules.
Compare PricingBritixo Practice Management Software — Overview
A complete explanation of Britixo PMS features including workflows, billing, client management and secure operations.
Explore PMSCRM Software for UK Businesses — Britixo
An intelligent CRM designed for UK teams, enabling structured sales pipelines, automated follow-ups and smart insights.
Explore CRMUK-Compliant Practice Management Software
A detailed look at PMS requirements in the UK and how Britixo ensures compliance with GDPR and workflow standards.
Open GuideReal Estate & Property Practice Management (UK)
Purpose-built tools for estate agents, brokers, and property managers, including listings, rentals, sales & operations.
View Real Estate PMSBritixo vs Other Property Management Software
An honest comparison showing why UK property businesses choose Britixo over other local and global PMS platforms.
Compare NowRoles & Permissions for Agents / Business Brokers
A guide for managing access rights, team roles and data controls specifically for property brokers and estate teams.
View GuideDashboard & Reporting for Real Estate Operations
Understand how landlords, brokers and agencies monitor financials, listings, activities and team performance in Britixo.
Open Dashboard GuideClient Portal — What Clients Can See
A detailed breakdown of portal permissions, visibility settings, file access and communication tools for clients.
Open Portal GuideManaging Renter Profiles in Client Portal
Explains how tenants can update profiles, documents, rental preferences and interact through the client portal.
Read TutorialManaging Buy & Rental Requests in Britixo
Property teams can track enquiries, schedule viewings, update statuses and manage negotiations all in one place.
View GuideCreating & Managing Property Owners
A complete workflow for adding owners, linking properties, tracking agreements, payments and operational data.
Open PageSearching & Viewing Property Information
Learn how to use advanced filters to find listings, rentals, units, owners, documents and related financial activity.
View TutorialCreating, Assigning & Approving Properties
This guide covers property creation, agent assignment, verification steps and approval workflows.
Start HereManaging Real Estate Plans & Plan Details
Perfect for estate agencies managing multiple subscription plans, operations, and property portfolios.
Open GuideConfiguring Real Estate Settings
A step-by-step guide to configuring essential PMS settings for property listings, agents, operations and compliance.
Visit PageManaging Agents & Business Brokers
How to add, verify, assign and control access for estate agents, brokers and field teams inside Britixo PMS.
Open GuideTrack Activity of a User in Britixo
Monitor staff actions, audits and behavioural logs to maintain accountability, compliance and operational transparency.
View DetailsHow to Change the Status of a Project
Learn how to move projects between phases, update progress, manage stakeholders and keep operations aligned.
Read TutorialFilter Projects by Status or Assignee
Use powerful filters to organise work, track responsibilities and improve project visibility across your team.
View PageArchiving or Completing a Project
Smoothly transition finished projects to archive while maintaining data, documents and financial history.
Learn MoreOffer Britixo as SaaS Packages
For resellers & consultants — how to sell Britixo software under your branding, pricing and subscription controls.
Open GuidePay Bill with Bank or Credit Card
How to process bill payments using multiple approved payment modes, including UK banking rails and cards.
Visit PageOpening Balance for Customer & Vendor
Enter, edit and maintain opening balances for clients, suppliers and accounts for accurate financial reporting.
Open TutorialCalculate Gross Profit by Product
Track profit margins, COGS, item-level performance and product profitability using automated PMS accounting.
Learn MoreAdd, Approve & Pay Bills with Cheques
Step-by-step handling of cheque payments, bill approval workflows and proper accounting ledger updates.
View GuideConfigure, Void & Reprint Cheques
A complete guide for cheque management workflows including printing, voiding, reversal entries and tracking.
Open PageBank Transaction Matching & Reconciliation
Effortlessly match statements with internal records and maintain accurate banking & ledger alignment.
Start ReconcilingCreate a Financial Budget
Build annual, quarterly or monthly budgets to forecast financial performance and operational spend.
Visit TutorialRecord Transfer & Add Vendor
Manage account transfers, vendor creation and supplier records inside Britixo’s accounting automation.
View GuideCreate a Journal Entry
A simple guide for adding journal entries, adjusting accounts and maintaining financial accuracy.
Open TutorialMaintenance & Depreciation Mapping
Map depreciation rules, maintenance schedules and asset aging for compliance-ready financial reporting.
View PageComponent & Consumable Mapping
Manage consumables, components and operational cost structures with accurate tracking and automation.
Open GuideLicenses Mapping
Manage all licence-based operations—expiry dates, renewals and tracking to maintain compliance-ready records.
Visit PageAssets Mapping
Organise, classify and track business assets with depreciation, valuation and audit-ready reporting.
Open GuideSales Order, Return & Refund Mapping
Learn how Britixo handles full sales cycle mapping including returns, refunds, adjustments and reconciliations.
View TutorialManufacturing Order Mapping
Setup and automate manufacturing orders with material usage, production tracking and costing workflows.
Open PagePurchase Order Return Mapping
Handle purchase returns, vendor credits and stock-level adjustments seamlessly inside Britixo.
View GuidePurchase Payment Refund Mapping
Process supplier refunds, map financial entries and maintain accurate payables reporting.
Open TutorialPurchase Invoice Mapping
Learn how Britixo maps purchase invoices to accounts, suppliers, taxes and inventory modules.
Visit PagePurchase Order Mapping
Build, track and manage purchase orders with approval workflows and supplier coordination.
Open GuideEmployee Payslip Mapping
Understand payroll mapping, deductions, allowances and ledger automation for transparent accounting.
Learn MoreOpening Stock Mapping
Setup and adjust opening stock entries to reflect accurate inventory valuation and reporting.
View DetailsLoss Adjustment Mapping
Record product losses, shrinkage, damage and stock adjustments with proper accounting treatment.
Open GuideInventory Delivery Voucher Mapping
Track outgoing inventory, delivery confirmations and automated ledger postings.
Read TutorialIncome Statement Modification
Customise income statements, reporting formats, and financial summaries according to UK standards.
Open PageInventory Receiving Voucher Mapping
Map goods received into inventory, supplier reconciliation, and stock updates.
View GuideCredit Note Refund Mapping
Process credit notes, refunds and account adjustments with accurate ledger postings.
Learn MoreCredit Note Mapping
Understand how Britixo maps credit notes to invoices, customer accounts and tax calculations.
Open TutorialTax of Expense Mapping
Setup expense-related tax rules, classifications and automatic calculations for compliance.
Visit PageAutomatic Expense Mapping
Automate expense categorisation, approvals and financial postings for clean accounting workflows.
Open GuideCreate Expense Category Mapping
Set up structured expense categories, automate classification, and maintain accurate reporting for all financial workflows.
Open GuidePayment Mapping From Sales Invoice
Learn how Britixo maps online and offline payments against sales invoices for complete financial reconciliation.
Visit PageCreate Payment Mode Mapping
Configure cash, card, bank transfer and online payment modes to ensure accurate ledger tracking.
View TutorialInvoice Mapping
Understand how Britixo maps invoices with customers, taxes, items and revenue accounts for UK-compliant reporting.
Open PageCreate Tax Mapping Setup
Set VAT rules, tax groups and automated calculations that integrate across all billing modules.
View GuideCreate Item Mapping Setup
Organise product and service items, assign revenue accounts, and automate cost tracking within Britixo.
Open TutorialAI-Based Mapping Setup
Use AI-powered automation to categorise expenses, map invoices and streamline financial entries.
Learn MoreBank Accounts
Add and manage multiple bank accounts, assign default settings and sync transaction data.
Open PageChart of Accounts
Set up your full accounting structure with assets, liabilities, income, expenses and retained earnings.
View GuidePlaid Environment Bank Setup
Configure Plaid for secure bank data syncing, live transaction imports and auto-reconciliation.
Read MoreBanking Rules & Import Transactions
Create smart rules to categorise bank transactions and streamline bookkeeping automation.
Visit PageAccount Detail Types
Learn the structure of account types for better financial organisation, reporting and classification.
View GuideChange Accounting Method
Switch between cash or accrual accounting and automate financial treatment across modules.
Open TutorialGeneral Accounting Settings
Configure fiscal years, financial preferences, default accounts and accounting automation rules.
Open PagePayslips & Accounting Postings
Automate payroll entries including deductions, allowances and net salary postings.
Learn MoreHR, Payroll & Leave Management
Manage employee leave, payroll cycles and HR financial integration for clean accounting.
Read GuideRecord Transactions, Journals & Bills
Post manual journals, record bills, and manage vendor expenses with compliance-ready workflows.
Open PageBank Accounts & Reconciliation
Match transactions, reconcile balances and maintain accurate financial summaries.
Open TutorialTrial Balance, P&L & Balance Sheet
Access core financial statements instantly to track business health and ensure UK-ready compliance.
Open Report GuideClient & Contact Management
Manage full client profiles, communication history, documents, notes and activity logs in one unified place.
View FeatureCalendar & Scheduling
Organise events, appointments and team availability using a centralised practice calendar.
Learn MoreTask & Workflow Automation
Automate repetitive work, assign tasks, set reminders and streamline project delivery.
Open AutomationTime Tracking & Billing
Track time spent on client projects and generate accurate invoices linked to billable work.
Explore ToolsInvoicing & Payments
Create invoices, manage payments, set reminders and automate billing with VAT-ready tools.
View Billing ModuleDocument Management
Securely store, organise and share all business files with role-based access controls.
Open DocumentsEmail & Communication Tools
Centralise emails, notifications, templates and client communications for seamless operations.
Learn MoreReporting & Insights
Monitor KPIs, track performance, view financial summaries and gain visibility across your practice.
View ReportsWhite Labelling & Branding
Customise Britixo with your brand colours, logo and theme for a personalised client experience.
Brand Your PMSIndustry-Specific Modules
Activate specialised tools for real estate, accounting, legal, consultancy and more.
View Industry ModulesOne-Click Module Control
Enable or disable modules instantly to tailor Britixo around your business model.
Manage ModulesClient Portal Access
Allow clients to view invoices, projects, documents, support tickets and communication securely.
Open PortalCompliance & Security Tools
Leverage GDPR-ready controls, encryption, permissions and audit logs for maximum data security.
View SecurityMobile Access (iOS & Android)
Access your practice data on any mobile device and stay productive on the move.
Try Mobile PMSAPI & Integrations
Integrate Britixo with 100+ apps including payments, automation, CRM tools and more.
View API DocsAI-Based Automation
Use intelligent automation to categorise data, predict work patterns and speed up workflows.
Explore AI ToolsChiropractor Practice Management (UK)
Dedicated PMS for chiropractic clinics with booking, SOAP notes, invoicing and patient workflows.
View Chiropractor PMSSupport Tickets Overview
Learn how Britixo's support ticketing system streamlines customer communication and internal operations.
Open GuideManaging Ticket Communication
Handle client conversations, attach files, and track ticket history with a clean and structured workflow.
Learn MoreClosing & Archiving Tickets
Close, archive, and generate support performance reports to optimise your service quality.
Open ArticleCustomer Support Tickets Module
Explore the complete Britixo customer support workflow, including client portal ticket options.
View ModuleSetting Up Ticket Email Templates
Customise automated ticket replies, acknowledgements and branding for a professional client experience.
Open SettingsQuick Actions for Ticket Handling
Use Britixo’s Quick Actions to rapidly create, respond to, or update ticket requests.
Learn MoreUsing the Global Search Bar
Quickly locate support tickets, client interactions, and linked records using advanced global search.
Search GuideTeam Users & Permissions
Manage team access, assign permission levels, control approvals, monitor activity logs, and maintain security across your organisation. All instructions below help you run a structured, compliant and well-organised team system inside Britixo.
Invite & Onboard New Team Members
Learn how to add staff members, set their access, and onboard them smoothly into your Britixo workspace.
Read Guide →Manage Roles & Permission Levels
Control what each team member can access using advanced permission structures for full security and compliance.
Read Guide →Restrict Staff Access by IP Address
Enhance data protection by limiting staff access to approved IP locations only. Ideal for secure teams.
Read Guide →Deactivate or Remove Users Safely
Best practice for disabling accounts while keeping your data and workflow secure and uninterrupted.
Read Guide →Monitor Staff Activity Logs
Track user behaviour, changes, and system activity to maintain accountability across your organisation.
Read Guide →Use Quick Actions for Faster Workflow
Quick-access tools help team members perform tasks efficiently across the Britixo system.
Read Guide →Improve Search Productivity
Learn how your team can use the global search bar to find data instantly across Britixo.
Read Guide →Enable Alerts & Notifications
Set up in-app, email, and Slack alerts for smoother communication and workflow visibility.
Read Guide →Use Calendar & Scheduling Tools
Help your staff manage meetings, deadlines, and planning with Britixo’s integrated calendar.
Read Guide →Create & Manage To-Do Lists
Organise daily tasks for your team with structured to-do lists that increase productivity.
Read Guide →Track System-Wide Activity
Understand how to review activity logs and system-level events for full transparency.
Read Guide →Make Team Announcements
Share updates, alerts, and information with your staff using the built-in announcement module.
Read Guide →Reports & KPI Tracking
Monitor performance, track financial insights, review project progress, analyse expenses and measure sales activity with Britixo’s advanced reporting suite. These guides help UK firms make data-driven decisions using professional practice analytics.
Access All Reports in Britixo
Learn how to navigate the reports centre and access essential practice analytics instantly.
Read Guide →Track Key Performance Indicators
Understand core KPIs for productivity, sales, finances and team efficiency across your practice.
Read Guide →Generate Detailed Sales Reports
Analyse sales pipelines, revenue trends and client activity for informed growth decisions.
Read Guide →Analyse Expense Reports
Review spending patterns, cost centres and expense categories to maintain financial control.
Read Guide →Monitor Project Progress Reports
Track timelines, milestones and team performance across all active and completed projects.
Read Guide →Evaluate Support Ticket Performance
Measure support response times, resolution efficiency and client satisfaction metrics.
Read Guide →Use Financial Summary Reports
Gain a full overview of income, expenses, profit and cash flow for strategic planning.
Read Guide →Track Marketing Campaign Results
Measure campaign performance and lead generation effectiveness through built-in analytics.
Read Guide →Team, Users & Permissions
Manage staff access, control permissions, monitor activity logs, and ensure secure role-based operations. These guides help UK practices configure Britixo for teams of any size, ensuring professional, compliant and efficient internal workflows.
Add New Team Members
Step-by-step instructions for adding staff accounts, assigning roles, and granting feature access.
Read Guide →Set Up Roles & Permissions
Learn how to control what each user can view, edit or manage inside Britixo for secure operations.
Read Guide →Deactivate or Remove Staff Accounts
Safely deactivate or delete staff access without affecting existing projects or client data.
Read Guide →View Team Activity Logs
Track actions taken by staff members to ensure transparency, accountability and audit accuracy.
Read Guide →Restrict Staff Access by IP Address
Enhance security by allowing selected users to log in only from approved office IPs.
Read Guide →Clients & Client Portal
Guides to help UK businesses manage clients, secure communication, client files, invoices, permissions and portal access. These tutorials cover everything your clients need to view, collaborate, and stay updated through Britixo’s fully secure client portal.
Add a New Client
Learn how to create full client profiles with contact details, notes, tags and initial setup fields.
Read Guide →View & Edit Client Profiles
Update client details, manage identity information, view interactions and maintain complete histories.
Read Guide →Upload & Manage Client Files
Store, organise and share documents within each client’s secure document library.
Read Guide →View Client Activity Logs
Track every action, update and system-generated event linked to the client for full transparency.
Read Guide →Add Internal Client Notes
Store internal notes and private comments visible only to your team — not clients.
Read Guide →Disable or Delete Clients
Safely restrict or remove a client from your database while keeping your project and billing history intact.
Read Guide →Reset Client Portal Passwords
Easily reset login credentials for clients needing new access to their secure portal.
Read Guide →View Client Invoices
Access all invoices for each client, including statuses, payments and outstanding balances.
Read Guide →View Client Projects
See ongoing and completed projects associated with a client, including timelines and assigned staff.
Read Guide →View Client Support Tickets
Monitor all support interactions, replies, attachments and client-submitted tickets in one dashboard.
Read Guide →Assign Clients to Groups
Organise clients by category, service type or custom segment to streamline reporting and automation.
Read Guide →Support & Ticketing System
Step-by-step guides showing how Britixo’s support ticketing module helps teams manage customer queries, attach files, collaborate internally, close tickets, track communication and maintain a professional, organised support workflow.
Using the Support Tickets System
A complete walkthrough on creating, managing and responding to customer support tickets in Britixo.
Read Guide →Manage Ticket Communication & File Attachments
Learn how to upload files, share updates, add internal notes and maintain clear communication records.
Read Guide →Close, Archive & Report on Tickets
Close resolved tickets, archive old cases and generate ticket performance reports for quality tracking.
Read Guide →Customer Support Ticket Module Overview
An in-depth explanation of ticket categories, priorities, assignments and workflow functions.
Read Guide →