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Your first 30 minutes

Take one real customer from first contact to money received. Everything easySales does hangs off this path — quote to cash explains why it runs in this order.

Before you start

Section titled “Before you start”

You need your sign-in details from your administrator and a role that lets you add accounts, contacts, quotations and invoices. If a step below is not offered, ask your administrator for the permission and carry on.

Pick a small, real job. Lim & Co’s first pass through easySales was a curtain fitting for one customer, not a made-up test.

Steps

Section titled “Steps”
  1. Sign in. Your email or username and your password — Sign in.
  2. Look around. Find the sidebar, the breadcrumb and your own menu before you type anything — The workspace.
  3. Create the customer. A Business account for a company, a Personal account for an individual — Create an account.
  4. Add the person. A contact is the human being you actually write to at that company — Create a contact.
  5. Write the quotation. Pick the contact, add the lines, check the Grand total — Create a quotation.
  6. Send it. Preview the PDF, read it the way your customer will, and send that file to them — Quotation PDF.
  7. Raise the invoice. When the customer agrees, Raise invoice copies the quotation into a new draft invoice rather than making you retype it — Raise an invoice.
  8. Issue it. Check the draft and select Issue, so it takes its invoice number — Issue an invoice.
  9. Record the payment. Money in the bank is not money in easySales until you enter it against the invoice — Record a payment.
  10. Give the receipt. Each payment produces a receipt you can send back — Receipts.

What happens next

Section titled “What happens next”

You now have one customer whose whole story is in one place: who they are, what you offered, what you charged and what they paid. The invoice’s own page carries the balance still owed.

Do it a second time, faster, before you set anything up. What you set up afterwards — products, document designs, colleagues — will be shaped by what you noticed on the way through.

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