Home → Help & Support →

INVOICE FROM EASYBOOKS

• Edit

sue.newton

12 Apr, 2013 02:42 PM

Hi

I have just bought the sales add-on. How can I get an invoice from easy Books?

1. Support Staff 1 Posted by Admin on 12 Apr, 2013 07:07 PM

   

   Hi Sue,

   Thanks for your purchase!

   You can send invoices by creating a sale (from the Sales screen). First you'll need at least one customer account. Then you should be able to create a sale for that customer. Use the "add a split" option at the bottom of the form to add as many lines as you like to the invoice. Then when you're ready to send it, use the action button and choose "Send invoice". This will present the PDF version of the sales invoice on screen. From there you can edit the fields such as customer address, your own business address and so on. Don't worry: you won't need to do this each time.

   I hope that helps, for more information see http://easybooksapp.com/sales

   Mathew

   • Edit

2. Mark closed this discussion on 26 May, 2013 08:23 AM.