This screen is displayed by default when the app starts, or by tapping Invoices in the Easy Invoice menu. The screen lists all your customers and the amounts they owe you. From this screen, you can:

  • Enter new sales.
  • Enter payments you have received.
  • Enter credit notes.
What else can I do?

The Invoices screen provides a single location where you can carry out all customer-related tasks. In addition to the above, you can:

  • Add new customers.
  • Modify customer details by tapping ((mark.png)).
  • View all sales, payments and credits for a selected customer.
  • View all sales.
  • Generate PDFs of sales invoices, delivery notes, receipts and credit notes.
  • Mark sales as „PAID”.
What happens when a sale, payment or credit is entered?
  • Sales: A sale increases the amount a customer owes you, but does not affect your bank balance until a payment is made. To receive payment, tap the sale shown in Listing Transactions.

Tip: You can view all sales that relate to a specific customer by tapping the customer. You can view all sales for all customers by tapping All Sales.

  • Payments (from customers): In the context of customers, a payment is an amount of money received from a customer. When you enter a payment, you specify the account (normally a bank account) in which you will receive the income.

    A payment reduces the amount the customer owes, which in turn affect items such as the Customer Aged Debt report. A payment does not further affect your sales income and therefore other related items such as the Monthly Breakdown report.

  • Credits (to customers): A credit decreases the amount a customer owes and your income. It has the reverse effect to a sale.


Further Information

For details of how to carry out tasks in the Invoices screen, 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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