How to Create an Invoice (Mobile)

  1. In the Invoices section, tap the + at the bottom. You can also create an invoice from the Home screen by tapping on the '+’ icon in the bottom right corner.
  2. The New invoice screen will open up. Start with the General info section. Tap on the Customer field to choose a customer from the list or add a new one by tapping on the + icon in the bottom right corner.
  3. Tap the +Add item button to add items. Just start typing the item name in the input – saved items will appear in the dropdown, but you can also add a one-time item. Next, change the quantity and price below. Tap Discount if you wish to add a discount and specify its value. Tap Save.
  4. Switching on the Fully Paid option will mark it as paid. The Receive Payment option lets you add a deposit or a partial payment. Add a Purchase Order number if you have one.
  5. Tap Save. You can then send your invoice via email, text, Bluetooth, or social media.

How to Customize an Invoice (Web)

Please note that in order to customize your invoice, you need to open EasyInvoice on the web on your desktop.

  1. On the Home screen, click on the name of your business in the top menu and click on the pencil icon next to it.
  2. Navigate to the Invoices section. To add your brand logo, click the Change logo icon in your Invoice Settings.
  3. Choose the logo from your computer and upload it. 
  4. That’s where you can also edit your invoice template, change its color, add a signature, or even edit your invoice terms and the label.
  5. Once you’re done editing your invoice, click Save.
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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