How to…

The following describe how to carry out tasks in the Estimates screen.

View the total outstanding estimates for each customer

This is listed in the Estimates screen.

View all estimates for a customer

In the Estimates screen, tap the name of the customer.

Enter a new estimate
  1. In the Estimates screen, tap the customer.
  2. Tap Add a new estimate.
  3. Set Account 2 to the appropriate income account and complete all other details.

    Note: If you wish, you can split the transaction into separate line items. Please see below.

Open an existing estimate
  1. In the Estimates screen, tap the customer.
  2. Tap the existing estimate.
  3. If necessary, edit the details.
Generate a PDF estimate
  1. Enter a new estimate or open an existing estimate, as described above.
  2. Scroll to the bottom of the estimate form and tap Send. You can print, email or open the PDF as required.
Convert an estimate into a sale
  1. Open an existing estimate, as described above.
  2. Tap action, followed by Create Sale and complete the details. A tick will appear against the estimate to indicate that it has resulted in a sale.
Access the sale for a specific estimate
  1. Open an existing estimate for which you previously used Create Sale.
  2. Tap action, followed by Go to Sale.
Split a sale into separate line items
  1. Create a new sale or open an existing one, as described above.
  2. Tap add and complete the details.

You can delete an item by tapping del shown above the split.

Create a duplicate of a transaction

A quick method to create a transaction is to duplicate similar existing transaction, as follows:

  1. Open an existing transaction, as described above.
  2. Tap add, followed by Duplicate. All details of the original are duplicated except the date.

Alternatively, tap and hold an existing transaction and tap Duplicate.


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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