Entering Product Details

Tapping Add a new product or i in the Product screen displays the Product Settings form. You can use the form to view, modify or enter the details of a product.

You can also use the screen to delete the product, but only if there are no transactions linked to it. If the product can be deleted, scroll to the bottom of the list of settings and tap Delete Product.

Options in the Form

Name

Each product should have a unique name so you can identify it easily.

Description

The description is optional. If you add a description, this is used instead of the name when the product appears on an estimate or sales invoice. If you are selling time-based products, you may choose to include the units of measure. For example „Labour (days)”.

Selling Prices

Choose a quantity and selling price. You can add as many prices as you like to offer volume discounts.

Active

When you no longer need to create sales and purchases for a product it can be useful to mark it as inactive.

Inactive products do not normally show up in the product list screen. If you want to show all products, both active and inactive, see „Show Inactive Items” on Using the Settings 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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