Help Center

Help

Sale Invoices

1View or Search Invoices

Go to Process > Invoices > View list of invoices.

Autobackup

Invoices are categorized as Unpaid, Paid, Draft, Credit Note, Recurring and Void.

  • Unpaid:All the unpaid or partially paid invoices are displayed under this tab
  • Paid:Once invoice is fully paid it is displayed under Paid tab
  • Draft:Invoices saved as draft are displayed under Draft tab
  • Credit Note:All the credit notes are displayed under Credit Note tab
  • Recurring:This tab lists all the recurring invoice templates
  • Void:Invoices marked as deleted are shown under Void tab

Under each tab on top of the list there are few buttons which are used to take action against selected invoices.

  • Edit:To edit selected invoice
  • Void:To mark selected invoice as deleted
  • PDF:To create PDF copy of the selected invoice
  • Copy:To create copy of the selected invoice
  • Email:To email selected invoice
  • Restore:To restore deleted invoice

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.

Autobackup

To search invoices between specific dates enter From and To date and click Search.

You can also search invoices for specific customer by date.

2Create an invoice

Go to Process > Invoices > Create > Follow the steps below.

Autobackup

You will see a screen below.

Autobackup

Follow the steps below to create an invoice.

  • Select the customer you want to create invoice for
  • Select invoice date
  • Due date is by default set to 1 month after invoice date which can be overridden.
  • Invoice number field shows the next available invoice number which can be overridden as well
  • Item: Item you are selling to your customer
  • Description: Brief description about goods or services you are selling
  • Unit Price: Price of a single unit of goods or services you are selling
  • Qty: Quantity in which you are selling goods or services
  • Nominal Code: Nominal account code under which you want to record this sale
  • VAT Rate: VAT rate applicable to that particular good or service
  • Once you entered above details it automatically calculates rest of the values and show in the box
  • You can also select the bank to show bank details on invoice and change default invoice footer text
  • Once done you can either click SAVE AS DRAFT button to save invoice as draft or click SAVE AS UNPAID button to save invoice as unpaid invoice.
  • Click CANCEL button if you do not want to create the invoice.

3Edit an invoice

Go to Process > Invoices > Edit > Update the invoice > Update/ Cancel button

Autobackup

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.

Autobackup

4Delete an invoice

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

Autobackup

You can view all void invoices under Void tab.

Autobackup

5Restore a deleted invoice

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.

Autobackup

To restore deleted invoice select the invoice you want to restore and click Restore button.

Autobackup

Once invoice is restored you can view it under Unpaid tab.

6Create PDF invoice

Go to Process > Invoices > Select the invoice > PDF button > Save on your computer

Autobackup

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.

7Copy invoice to create new invoice

 

Go to Process > Invoices > Select the invoice > Copy button > Save/ Cancel. This will copy the selected invoice with a new invoice number.

Autobackup

This will copy the selected invoice with new invoice number.

Autobackup

Click SAVE to save this new invoice or click Cancel if you do not want to create this invoice.

8Email invoice to customers

Go to Process > Invoices > Select the invoice > Email button > Enter the mail details.

Autobackup

This opens a pop up as shown below.

Autobackup

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.

9View invoice details

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.

Autobackup

This will open an invoice detail page as show below.

Autobackup

Autobackup

  • From this screen you can Edit or Delete invoice, create invoice PDF and send invoice in email.
  • To upload attachment to the invoice enter the title, select the file to attach and click Upload.
  • You can also make quick payment of invoice and add notes to the invoice.
  • Click GO BACK button to go back to invoice list.

10Attach documents to invoice

Go to Process > Invoices > Click invoice number > Upload attachment > Upload.

Autobackup

You will see screen below.

Autobackup

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.

Autobackup

You can click X sign to remove the attached document.

11Record payment received for the invoice

Go to Process > Invoices > Click invoice number > Quick payment > Enter details > Submit

Autobackup

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.Autobackup

12Write notes for an invoice

Go to Process > Invoices > Click invoice number > View > Scroll down to notes section > Add notes > Save

Autobackup

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.

Autobackup

13Create recurring invoice

 

Go to Process > Invoices > Create Recurring Invoice > Fill the details > Save/ Cancel

Autobackup

Fill in the required details in screen below and click SAVE to create recurring invoice.

Autobackup

  • Frequency:how frequently you want to create invoice.
  • Create Invoice As:Select if you want to create new invoice as Approved or Draft.
  • Occurrences:Define how many invoices should be created on defined interval. So if you say 5 occurrences and Frequency as weekly that means up to 5 weeks on defined date invoice will be created. From 6th week it will not create invoice.
  • Create Payment on recurrence:If you tick this box then each invoice created through this template will be marked as paid and a money in entry will be created in selected bank.

Click CANCEL if you do not want to create recurring invoice.

Once saved you can view the recurring invoice under Recurring tab.

14Edit/Delete/Copy recurring invoice

Go to Process > Invoices > Recurring tab > Select the recurring invoice > Edit/ Void/ Copy button

Autobackup

Select the recurring invoice you want to edit/delete or copy and click Edit/Void or Copy button.

Autobackup

What's Next

Back To Top