Introduction

Thanks for downloading Easy Invoice. You’re just a few simple steps away from getting started. Before you do, please take a minute to familiarise yourself with what the app can do for you.

What are the main features?
  • Professional Invoicing
  • Create Estimates
  • Create Customer Statements
  • Customer Aged Debt Report
  • Find your Best Sellers
  • PDFs Produced on device
How do I find my way around?

The Menu provides the main navigation into different features of the app. On the iPhone you’ll see this screen as soon as you’ve created your first business. The menu is shown on the left side on the iPad when viewed in landscape, and is available by tapping the Menu button in the top left of the screen when in portrait.

How is Easy Invoice priced?

Easy Invoice is available on a monthly subscription rather than an up-front fee. However, you can enter 60 entries into Easy Invoice for FREE in order to try out the app.

The app creates professional invoices locally on the device without the need for a network connection and you can create as many invoices as you like with the Steel Plan. The plan includes use of our Online Sync service, and if you use Easy Invoice on more than one device you’ll find it really useful. You might also find the service useful if your bookkeeper or accountant use Easy Books. Using the sync service, you can enter all your sales while they handle your bookkeeping.

Our service will make sure you never forget to backup your important financial data! Over the time we have been selling Easy Invoice, we’ve been surprised at how many people have contacted us to say they have replaced their device and have lost their data because they have not made a backup. The app features a very easy backup and restore system, which can be used to make a backup copy of your businesses. However, you need to do this manually and it’s easy to put it off, or forget completely until it’s too late.

By registering, you can choose to keep a copy of your Easy Invoice data online. Once you have turned on syncing for your business, Easy Invoice sends each change you make, as you make it. This happens silently in the background and does not interfere with what you’re doing.

As well as providing backup, the system also allows you to keep multiple devices (iPhones, iPads and Mac) in sync. Each change you make is tracked by the system and sent to your other devices.

You can try the service out for two weeks for free, just register for an account at https://sync.easybooksapp.com. You can purchase the service direct from the Online Syncing screen.

 

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.

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