Go to Process > Invoices > View list of invoices.
Invoices are categorized as Unpaid, Paid, Draft, Credit Note, Recurring and Void.
Under each tab on top of the list there are few buttons which are used to take action against selected invoices.
You can search invoices by Customer or by invoice date. Drop Down Menu > Select Customer > Search
To search invoices for specific customer select that customer in drop down and click Search.
To search invoices between specific dates enter From and To date and click Search.
You can also search invoices for specific customer by date.
Go to Process > Invoices > Create > Follow the steps below.
You will see a screen below.
Follow the steps below to create an invoice.
Go to Process > Invoices > Edit > Update the invoice > Update/ Cancel button
You will see the selected invoice in edit mode as below. Update the invoice as required and click UPDATE button to save changes. Click Cancel button to cancel invoice editing.
In Easy, invoices are not deleted, but invoice marked as deleted are stored under Void invoices tab. So, if you have deleted any invoice by mistake you can still restore it.
Go to Process > Invoices > Select the invoice > Void button
Go to Process > Invoices > Select the invoice > Restore button > View under unpaid tab
You can view all void invoices under Void tab.
If you have deleted an invoice in Easy by mistake don’t worry we don’t delete any invoice from the system but mark them as void. you can find all void invoices under Void tab.
To restore deleted invoice select the invoice you want to restore and click Restore button.
Once invoice is restored you can view it under Unpaid tab.
Go to Process > Invoices > Select the invoice > PDF button > Save on your computer
Select the invoice you want to create PDF for and click PDF Button.
When prompted to save a file save it on your computer and open PDF file.
Go to Process > Invoices > Select the invoice > Copy button > Save/ Cancel. This will copy the selected invoice with a new invoice number.
This will copy the selected invoice with new invoice number.
Click SAVE to save this new invoice or click Cancel if you do not want to create this invoice.
Go to Process > Invoices > Select the invoice > Email button > Enter the mail details.
This opens a pop up as shown below.
Enter the email address where you want to email invoice under To section, enter the email addresses in CC and BCC section if you want to copy same invoice to some other email address, enter the subject and click SEND EMAIL button.
PDF copy of the invoice is attached to the email sent.
Go to Process > Invoices > Click invoice number. A new screen will pop-open from where you can edit/ delete/ create PDF/ send email, make quick payment, and add notes. To upload attachment, Enter the title > Select the file > Upload.
This will open an invoice detail page as show below.
Go to Process > Invoices > Click invoice number > Upload attachment > Upload.
You will see screen below.
Go to upload Attachment section on this page.
Enter the title of the attachment, select the document to attach and click Upload.
Once uploaded document will be shown under Upload Attachment section.
You can click X sign to remove the attached document.
Go to Process > Invoices > Click invoice number > Quick payment > Enter details > Submit
Under Quick Payment section enter the necessary details and click Submit button to record quick payment.
Once the payment made you can see it under payment history section.
Go to Process > Invoices > Click invoice number > View > Scroll down to notes section > Add notes > Save
This will open this invoice for viewing. Scroll down to the Note section.
Enter the note in the area given and click SAVE NOTE button.
Go to Process > Invoices > Create Recurring Invoice > Fill the details > Save/ Cancel
Fill in the required details in screen below and click SAVE to create recurring invoice.
Click CANCEL if you do not want to create recurring invoice.
Once saved you can view the recurring invoice under Recurring tab.
Go to Process > Invoices > Recurring tab > Select the recurring invoice > Edit/ Void/ Copy button
Select the recurring invoice you want to edit/delete or copy and click Edit/Void or Copy button.