Features

Support

Multiple businesses
Send estimates to customers and turn them into sales
Create sales invoices and track outstanding balances
Send credit notes, delivery notes, and receipts direct to your customers (also PDF format)
Prepare customer statements showing invoices and payments received
Define your own list of products and standard prices, incl. quantity pricing.
Define your own list of sales tax accounts
Customer Aged Debt tracks which customers owe you money
Reports exportable by email, or to other apps
- Customer Aged Debt
- Best-selling Products
- Best Customers
- Audit
- Single Customer Account Listing
- Monthly Income
- Tax Breakdown
Recurring sales automatically created based on your schedule
Hide old inactive customers, retaining the information
Full Backup and Restore of individual businesses (by email or to/from other apps such as Dropbox)
Passcode lock
Built in calculator can be used to calculate amounts, for example, invoice amount for hours worked.

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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