Moving from Classic
If you used the previous easySales site (Classic), these are the changes you will notice first.
What changed
Section titled “What changed”- Signing in. You can sign in with your email address; a username still needs the licence code.
- Invoices start as drafts. A draft carries a proforma number (
PF-) and takes its invoice number only when you issue it. - Corrections are credit notes. Instead of negative invoices or negative payments, issue a credit note against the invoice, and record a refund when money goes back.
- Voiding raises a credit note. A voided invoice keeps its number, and a full credit note reverses it.
- One receipt, several invoices. A payment is a receipt with its own number (
RCT-) that can pay several of a customer’s invoices at once. - Five languages. Choose English, 简体中文, 繁體中文, Bahasa Melayu or ไทย in your profile.
This page is a summary. A full guide for moving from Classic will follow.