All Sales

This screen is displayed by tapping All Sales in the Invoices screen. The screen provides an easy-to-read list of all sales you have made to all customers. It excludes any payments received. From this screen, you can:

  • Enter new sales (these are sales that a customer will pay at a later date).Note: You may find it easier to use the Customers screen to enter sales. If you use the Sales screen, make sure that you have previously set up your customers in the Customers screen.
  • Enter payments you have received for sales.
What else can I do?

In addition to the above, you can:

  • Enter and view credits, as well as sales.
  • Generate PDFs of sales invoices, delivery notes and receipts.
  • Mark sales as „PAID”.
  • Set up recurring sales.
What happens when a sale, payment or credit is entered?
  • Sales: A sale increases your income and the amount a customer owes, but does not affect the balance of your bank account until payment is made. Since your income increases, this also affects items such as the Monthly Breakdown report.
  • Tip: You can view all sales that relate to a specific customer using the Invoices screen. You can view all sales for all customers in the Sales screen.

  • 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 the 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.
Why are transactions greyed out?

A greyed-out transaction indicates the transaction appears on a statement. You are not able to change information such as the transaction type or amount. If you need to correct an amount you previously entered, you can edit the transaction from the Statement screen.

Tapping the transaction gives the reason why it is greyed out at the bottom of the transaction form.


Further Information

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.

Cookies Yes, we use cookies