How to…

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

Create a new Easy Invoice statement
  1. In the Statements screen, tap the appropriate account. You will find the account in the Has statements or All accounts tab. You may need to drag the list downwards to reveal the tabs as they are normally hidden from view.
  2. Tap Add a new statement.
  3. Set the date of the statement.
  4. Move the required transactions onto the statement by tapping up. This moves the transaction from below the line labelled „The following lines are not on the statement” to above the line.
Generate a PDF statement for a customer
  1. Create a new Easy Invoice statement as described above, making sure you choose to create a statement for a customer account.
  2. Tap action followed by Send Statement. You can print, email or open the PDF as required.
Rearrange the order of the transactions
  1. Tap and hold rearrange next to the transaction you want to move.
  2. Move the transaction to the desired location and release. You can drop it anywhere in or out of the statement.
View, correct or add a transaction

Tap i next to the transaction to view or edit it.

Tap add followed by Add missing entry to add a missing transaction to the statement.


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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