This screen is displayed by tapping Statements in the Easy Invoice menu. From this screen, you can:

  • Create customer statements to remind your customers of the amounts that have been invoiced, credited and paid, and the total amount outstanding.
About the tabs

Once you have added at least one statement, the screen displays two tabs:

  • Has statements – This lists only those customers that have statements already. The statements are listed under each account name.
  • All accounts – This lists all customer accounts. Use this tab if you want to create a statement for a customer that does not already have a statement.
What happens when I add transactions to a statement?

When you move a transaction to a statement, Easy Invoice greys out the transaction in other screens such as in the Transaction List screens to indicate that you are not able to change key information such as the transaction type and amount.


Further Information

For details of how to carry out tasks in the Statements screen, please refer to:

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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