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Sending Invoices

This screen is displayed by tapping Send in the transaction form for either an invoice or payment. From this screen you can:

  • Send the displayed invoice in PDF format by email, message or open it in another app.
  • Change the customer details, e.g. address, payment terms.
  • Update your business details, e.g. address, logo, standard payment terms.
  • Change the wording of the text labels.
What else can I do?

In addition to the above, you can:

  • Show or hide currency symbols displayed on invoices.
  • Change paper size between A4 and US-Letter.
  • Switch between invoice and delivery note.

    Note: You can only toggle between sending an invoice and a delivery note. When sending a receipt, these options are not available.

How do I change the customer details?
  1. Tap Edit in the toolbar followed by Edit Fixed Content.
  2. Under the CUSTOMER section, tap the item you want to change. You can change the Invoice Address, Delivery Address, Their Reference, Payment Terms or Email Address.

    Note: Changes to these fields update all invoices stored in the app, including past entries.

How do I change my business details?
  1. Tap Edit in the toolbar followed by Edit Fixed Content.
  2. Under the YOUR BUSINESS section, tap the item you want to change. You can change your business address, Logo, Signature, Standard Terms, or Footer.

    Note: Changes to these fields update all invoices stored in the app, including past entries.

How do I change the wording on the invoice?
  1. Tap Edit in the toolbar followed by Edit Fixed Content.
  2. Scroll down to the section titled TEXT LABELS and tap on the text label you want to change.

 

Further Information

For details of how to carry out tasks in the Sales screen, please refer to:

 

FAQ
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.

Do you still have questions? Contact us
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