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Sale Invoices

1View or Search Invoices

Go to Process > Invoices > View list of invoices.

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Invoices are categorized as Unpaid, Paid, Sales Order, Credit Note, Recurring.

  • 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
  • Sales Order:All the Sales order are displayed under Sales order tab
  • Credit Note:All the credit notes are displayed under Credit Note tab
  • Recurring:This tab lists all the recurring invoice templates

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
  • Delete: To click delete invoice has been deleted permanently
  • PDF:To create PDF copy of the selected invoice
  • Copy:To create copy of the selected invoice
  • Email:To email selected invoice
  • Print:To Click Print button you can print the invoice directly
  • E-way bill:To click on Add e-way bill details

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.

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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.

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You will see a screen below.

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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
  • GST Rate: GST 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 APPROVED button to save invoice as Unpaid or click SAVE & CREATE NEW(APPROVED) button to save invoice as unpaid invoice and create a new on same screen.
  • Click SAVE AS APPROVED button to save invoice as unpaid invoice.

3Edit an invoice

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

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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.

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4Delete an invoice

In Easy, click on delete button to delete invoice permanently.

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5Create PDF invoice

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

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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.

6Copy 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.

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This will copy the selected invoice with new invoice number.

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

7Email invoice to customers

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

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This opens a pop up as shown below.

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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.

8View 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.

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This will open an invoice detail page as show below.

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  • 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.

9Attach documents to invoice

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

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You will see screen below.

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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.

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You can click DELETE sign to remove the attached document.

10Record payment received for the invoice

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

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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

11Write notes for an invoice

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

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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.

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12Create recurring invoice

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

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

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  • Frequency:how frequently you want to create invoice.
  • Create Invoice As:Select you want to create new invoice as Approved.
  • 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.

13Edit/Delete/Copy recurring invoice

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

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

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14How to set signature in sales/purchase invoice

First you need to go with the E-Files Option.

Upload Signature

Click On Upload Document.

Upload Signature

Upload your PNG or JPG Signature file format

Upload Signature

Open your signature image in new tab

Upload Signature

Then Go to the Settings > Invoice HTML editor.

Upload Signature

Select Invoice > Invoice Template.

Invoice Template

Click on edit button > Select your Template > Edit

Select Template

Scroll the Invoice Template > Last option Signature > Double Tap on Signature > Copy your Image PNG file URL > and Paste in Given Signature Format.

Select Template

15How to print the invoice/Bill purchase

Click on Process > Invoices (Sale).

Invoice

Sales Invoice > Select Invoice

Select Invoice

Click on Action Button > Print Option > Select Print >

Select Print

Select Print > Choose your theme > Print

Select Print

16How to Send Bulk Email invoice

Click on Process > Invoices (Sale).

Invoice

Sales Invoice > Select your invoice > Click on Email.

Click on Email

Click on Email

17How to Download Bulk Invoices

Click on Process > Invoices (Sales).

Invoice

Sales Invoice > Select your invoice > Click on Download Option.

Download Option

Download Option

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