Learn & Support Services, Submit a Ticket | EasyInvoice : The Best Invoicing Software for Small Businesses

Getting Started

First time using EasyInvoice? Let us show you the way. You’ll learn to use EasyInvoice with our SampleCo, our mock business or start with your own business.

Learn the Basics

Creating Invoices

From making your first invoice to customising the look and feel, you’ll find everything you need to send professional invoices right here.

Let’s make an Invoice

Generating Estimates

Start your new client relationship on the right foot with estimates that convert into invoices with one easy swipe.

How to creates Estimates

Tracking Payments

Accept and enter partial or full payments for better customer tracking. Do it all right in your customer invoice.

Mark Invoices as “Paid”

Credit Notes and Refunds

Don’t be afraid to give your clients credit notes and refunds. We show you how to enter them and we do the calculation for you so that your customer accounts are always up to date.

Make a Credit Note

Customers Statements

The easiest way to see a customer’s history is to create a statement for the customer and the time period you’re interested in.

We’ll Show you How

Reports to Guide You

Whether you need a financial report or simply want to know which products are your best or worst sellers, you can get all the information you need from our reports.

Discover our Reports

Taxes made Simple

We automatically keep track of your sales tax, we allow you to set your tax rate and we always tell you how much you’ll owe so that you don’t spend your tax money before it’s time to pay.

Learn how to set your Tax Rates

EasyInvoice for Teams

If you’re planning to have multiple people using the same EasyInvoice account, you’ll need to add and manage users.

Add a User to your Account

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.