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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Adding & 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.
Qualify, Convert & Move Leads Through Stages
Learn how to define stages, qualify opportunities and smoothly convert leads into active clients or projects inside Britixo.
Edit or Delete Existing Leads
Clean your CRM data by safely editing or removing outdated leads while keeping your pipeline accurate and compliant.
Assign 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.
Lead Statuses, Sources & Tags
Structure your pipeline with custom statuses, sources and tags so you can quickly filter, report and act on the right opportunities.
Create & Embed Lead Capture Forms
Build web forms, embed them on your website and automatically push new enquiries straight into your Britixo sales pipeline.
Email Integration for Auto-Generated Leads
Connect email inboxes so that enquiries and contact requests automatically become leads, keeping your team from missing any opportunity.
Import & Export Leads via CSV
Migrate existing data into Britixo and export filtered lead lists for campaigns, reporting or backups using CSV files.
Lead Activity Logs & Timelines
Track every interaction, note, email and status change against each lead to maintain a full, auditable activity timeline.
Kanban View & Custom Filters for Leads
Visualise your pipeline with Kanban boards, personalise views and apply custom filters to focus on the most important deals.
Create & Send Estimates
Learn how to prepare, brand and send professional estimates to prospects directly from Britixo, with full tracking of responses.
Convert Estimates to Invoices or Projects
Turn accepted estimates into live projects or invoices in a single click, keeping all details and pricing aligned.
Create & Send Invoices
Step-by-step instructions for creating VAT-ready invoices, applying items and taxes, and sending them to clients via Britixo.
Set Up Recurring Invoices & Auto-Billing
Automate billing for retainers, subscriptions and ongoing services using recurring invoices and automatic schedules.
Record Payments & Track Balances
See how to log client payments, part-payments and outstanding balances so your sales and finance data stay in sync.
Issue Credit Notes & Apply Them
Learn when and how to issue credit notes, link them to invoices and maintain accurate revenue records inside Britixo.
Filter, Export & Report on Sales Data
Use filters and exports to analyse sales performance, outstanding amounts and client value across your Britixo system.
Customise & Brand Sales Documents
Apply your logo, colours, terms and layouts to all estimates, invoices and proposals so your documents match your brand.
Creating & Sending Proposals
Build clear, professional proposals, attach pricing and terms, and send them to clients directly from Britixo.
Convert 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.
Creating Custom Proposal Templates
Save time with reusable proposal templates that include default wording, sections and layouts tailored to your services.
Tracking Proposal Views & Activity Logs
See when clients open, review or interact with proposals using detailed view logs and activity tracking.
Enabling Client Comments on Proposals
Allow clients to ask questions and leave comments directly inside proposals, keeping discussions in one secure place.
Proposal Expiry & Validity Dates
Control how long proposals stay valid, set expiry dates and encourage timely decisions from prospects.
Viewing & Managing All Proposals
Use centralised proposal lists, filters and statuses to keep track of every opportunity, from draft to won or lost.
Global Proposal Settings
Adjust system-wide defaults for proposals, including numbering, terms, notifications and presentation preferences.
Understanding Proposal Statuses
Learn what each proposal status means (draft, sent, viewed, accepted, declined, expired) and how to use them effectively.
Convert Proposals to Invoices or Projects
Convert any proposal into an invoice or project while preserving pricing and scope, reducing admin and errors.
Digital Signatures on Proposals
Allow clients to approve work securely using digital signatures, shortening the sign-off cycle and improving traceability.
Proposal Templates vs Manual Entry
Decide when to use templates and when to write custom proposals from scratch, depending on the complexity of the job.
Duplicating or Cloning Proposals
Speed up sales work by cloning existing proposals, then tweaking pricing or scope for new clients or repeat work.
Sending Proposal Reminders to Clients
Automate or trigger polite follow-up reminders when proposals are still pending, helping you close more deals.
Handling Expired Proposals & Extensions
Learn what happens when proposals expire and how to extend or recreate them without losing your history.
Tracking Proposal Activity & Audit Logs
Access a full audit trail for every proposal, including changes, comments and actions, for governance and compliance.
How Clients Accept or Decline a Proposal
Understand the client-side experience for approving, rejecting or querying proposals through the Britixo portal.
Download or Print Proposals as PDF
Export proposals into branded PDF files for offline sharing, printing, or attaching to external systems.
Convert Proposals into Invoices or Projects (Sales Guide)
A sales-focused walk-through of converting proposals into billable work and projects, aligning CRM and PMS.
Create & Send Proposals from Sales Module
Use Britixo’s sales tools to build proposals directly within the leads and sales workflow for a seamless experience.
Best Local Software Solutions in the UK
An overview of top-performing UK-based software tools helping SMEs modernise operations and reduce manual workload.
UK Leading ERP Software — Powerful & Affordable
A deep dive into full ERP capabilities for UK industries, including automation, financial management and modular scalability.
Britixo Help Centre — All Guides & Tutorials
One central knowledge hub covering CRM, PMS, workflows, automation, billing, reporting, and UK-compliant settings.
Accounting Software Pricing & Comparisons (UK)
A fully researched comparison of leading UK accounting tools versus Britixo’s integrated accounting & PMS modules.
Britixo Practice Management Software — Overview
A complete explanation of Britixo PMS features including workflows, billing, client management and secure operations.
CRM Software for UK Businesses — Britixo
An intelligent CRM designed for UK teams, enabling structured sales pipelines, automated follow-ups and smart insights.
UK-Compliant Practice Management Software
A detailed look at PMS requirements in the UK and how Britixo ensures compliance with GDPR and workflow standards.
Real Estate & Property Practice Management (UK)
Purpose-built tools for estate agents, brokers, and property managers, including listings, rentals, sales & operations.
Britixo vs Other Property Management Software
An honest comparison showing why UK property businesses choose Britixo over other local and global PMS platforms.
Roles & Permissions for Agents / Business Brokers
A guide for managing access rights, team roles and data controls specifically for property brokers and estate teams.
Dashboard & Reporting for Real Estate Operations
Understand how landlords, brokers and agencies monitor financials, listings, activities and team performance in Britixo.
Client Portal — What Clients Can See
A detailed breakdown of portal permissions, visibility settings, file access and communication tools for clients.
Managing Renter Profiles in Client Portal
Explains how tenants can update profiles, documents, rental preferences and interact through the client portal.
Managing Buy & Rental Requests in Britixo
Property teams can track enquiries, schedule viewings, update statuses and manage negotiations all in one place.
Creating & Managing Property Owners
A complete workflow for adding owners, linking properties, tracking agreements, payments and operational data.
Searching & Viewing Property Information
Learn how to use advanced filters to find listings, rentals, units, owners, documents and related financial activity.
Creating, Assigning & Approving Properties
This guide covers property creation, agent assignment, verification steps and approval workflows.
Managing Real Estate Plans & Plan Details
Perfect for estate agencies managing multiple subscription plans, operations, and property portfolios.
Configuring Real Estate Settings
A step-by-step guide to configuring essential PMS settings for property listings, agents, operations and compliance.
Managing Agents & Business Brokers
How to add, verify, assign and control access for estate agents, brokers and field teams inside Britixo PMS.
Track Activity of a User in Britixo
Monitor staff actions, audits and behavioural logs to maintain accountability, compliance and operational transparency.
How to Change the Status of a Project
Learn how to move projects between phases, update progress, manage stakeholders and keep operations aligned.
Filter Projects by Status or Assignee
Use powerful filters to organise work, track responsibilities and improve project visibility across your team.
Archiving or Completing a Project
Smoothly transition finished projects to archive while maintaining data, documents and financial history.
Offer Britixo as SaaS Packages
For resellers & consultants — how to sell Britixo software under your branding, pricing and subscription controls.
Pay Bill with Bank or Credit Card
How to process bill payments using multiple approved payment modes, including UK banking rails and cards.
Opening Balance for Customer & Vendor
Enter, edit and maintain opening balances for clients, suppliers and accounts for accurate financial reporting.
Calculate Gross Profit by Product
Track profit margins, COGS, item-level performance and product profitability using automated PMS accounting.
Add, Approve & Pay Bills with Cheques
Step-by-step handling of cheque payments, bill approval workflows and proper accounting ledger updates.
Configure, Void & Reprint Cheques
A complete guide for cheque management workflows including printing, voiding, reversal entries and tracking.
Bank Transaction Matching & Reconciliation
Effortlessly match statements with internal records and maintain accurate banking & ledger alignment.
Create a Financial Budget
Build annual, quarterly or monthly budgets to forecast financial performance and operational spend.
Record Transfer & Add Vendor
Manage account transfers, vendor creation and supplier records inside Britixo’s accounting automation.
Create a Journal Entry
A simple guide for adding journal entries, adjusting accounts and maintaining financial accuracy.
Maintenance & Depreciation Mapping
Map depreciation rules, maintenance schedules and asset aging for compliance-ready financial reporting.
Component & Consumable Mapping
Manage consumables, components and operational cost structures with accurate tracking and automation.
Licenses Mapping
Manage all licence-based operations—expiry dates, renewals and tracking to maintain compliance-ready records.
Assets Mapping
Organise, classify and track business assets with depreciation, valuation and audit-ready reporting.
Sales Order, Return & Refund Mapping
Learn how Britixo handles full sales cycle mapping including returns, refunds, adjustments and reconciliations.
Manufacturing Order Mapping
Setup and automate manufacturing orders with material usage, production tracking and costing workflows.
Purchase Order Return Mapping
Handle purchase returns, vendor credits and stock-level adjustments seamlessly inside Britixo.
Purchase Payment Refund Mapping
Process supplier refunds, map financial entries and maintain accurate payables reporting.
Purchase Invoice Mapping
Learn how Britixo maps purchase invoices to accounts, suppliers, taxes and inventory modules.
Purchase Order Mapping
Build, track and manage purchase orders with approval workflows and supplier coordination.
Employee Payslip Mapping
Understand payroll mapping, deductions, allowances and ledger automation for transparent accounting.
