Listing Transactions

Tapping a customer in the Invoices screen lists all sales and payments related to the customer; that is all sales to the customer, all payments the customer has made, and all credits you have given the customer.

  • To enter a new sale, tap Add a new sale.
  • To edit or carry out an action for an existing transaction, simply tap the transaction.
  • To enter a payment received from your customer, tap the sale it relates to first, then scroll to Payments Received and tap Receive Payment….
Searching and filtering

To search for a sale or payment, tap the search at the top of the screen. You can filter the list by:

  • Sales. Only sales and credit notes (reversals of sales).
  • Payments. Only payments received from the customer.
  • All. All transactions (sales, payments and credits).

Entering text in the search box causes the list to be filtered further. You can search by description, amount, account or account category. When searching by amount, you can type an exact amount such as 12.34 or a range such as 10.00-12.50.

Why are transactions greyed out?

A greyed-out transaction indicates the transaction appears on a statement. You are not able to change information such as the transaction type or amount. If you need to correct an amount you previously entered, you can edit the transaction from the Statement screen.

Tapping the transaction gives the reason why it is greyed out at the bottom of the transaction form.


Further Information

For further information, please refer to:

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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