User guide · InvoiceEasy

Start with the workflow.

A compact guide to the workflow described in the original InvoiceEasy product pages.

Step 01

Set up your business

Add your business identity, contact information, logo and invoice details.

Step 02

Create reusable customer records so the same information does not need to be entered repeatedly.

Step 03

Save frequently used products and services with their usual prices, descriptions and tax information.

Step 04

Choose a customer, add line items, review the invoice and generate a document that can be shared, saved or printed.

Step 05

Record full or partial payments, payment methods and references while keeping the outstanding balance accurate.

Step 06

Use the dashboard, invoice history and reports to review sales, payments and outstanding balances.