This screen is displayed by tapping the business shown in the Business section of the Easy Invoice menu. From this screen, you can:

  • List all businesses that you have added.
  • Delete a business.
  • Add a new business.

The business marked by a tick is the currently-selected business. This is the same business that is shown at the top of the Easy Invoice menu.

Easy Invoice keeps the accounts and settings for a business (such as its address and logo) separate from all other businesses. This means that if you want to change a business setting or add a transaction to an account, you need to select the relevant business in this screen first. Tapping a business makes it the currently-selected business and displays the Invoices screen for that business.

How do I delete or change the settings of an existing business?

Note: Deleting a business deletes all of the data associated with the business. If you think you may need the data in the future, back up the business first using the Backup screen.

To delete a business or change its settings:

  1. Tap the business in this screen.

  2. Display the Business Settings screen.

  3. Change the settings, or choose the Delete button near the bottom of the screen to delete it.

How do I add a new business?

Tap Add a new business and follow the instructions on Adding a business.

FAQs View all
How can I get support if I need help using EasyInvoice? Show

If you need help, we have several options to meet your needs. Visit our Knowledge Center for tutorials and how-to articles. Or check out our video tutorials that cover the most frequently used EasyInvoice features. If you still can’t find what you’re looking for, you can contact us, and we will get back to you as soon as we can. If you need help on the web version click on the blue Need Help button on the right hand side of the screen.

How many businesses can I have? Show

You can have up to 3 businesses with each subscription.

How many devices can I have? Show

You can have as many iOS, Android, Windows or Mac devices as you need to run your business. An example might be to use a device for a salesperson to invoice orders whilst with a client. Another might be for your bookkeeper to create reports in his office. Each device can have full access and update capability, or restricted abilities depending on the function you assign to them – See FAQ 11 for instructions on how to register and use new devices. Also, see Add other Users, which explains how to share EasyInvoice with colleagues.

How many invoices and estimates can I create? Show

You will have unlimited transactions for anything in EasyInvoice.

Can I share my business data with my partner, salesperson or accountant? Show

You can share specific businesses with up to 6 other users. This may be useful for sharing your business with your accountant or a business partner to specify what they can see, and whether they are able to add-to or edit business transactions. See Sharing for details about how to do this.

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