Questions and answers

Short answers to the questions people ask most. Each points to the full guide.

Getting started

I can’t sign in. Check whether you use an email or a username; a username needs your licence code. After five failed attempts, wait a minute or reset your password. See Sign in.
Can I change the language? Yes — in My profile or your own menu in the top right corner. See Your profile.
Where is the search that searches everything? There is none. Search inside each list. See Lists and columns.

Customers and quotations

A company has several people I deal with. Create one account and add each person as a contact. See Accounts and contacts.
How do I bill a quotation in stages? Raise an invoice from it for each stage and adjust the quantities on the draft. See Quotation or invoice.

Invoices and payments

How do I change an issued invoice? Its amounts are locked: issue a credit note, or void it if none of it should stand. See Fixing mistakes.
A customer paid several invoices at once. Record one receipt for all of them. See Record a payment.
A customer paid too much. The extra stays on their account as unapplied money, for a later invoice or a refund. See Receipts.

Everything else

Where are the reports? Reports are not available in easySales yet; the Reports entry in the sidebar opens an empty page.
Can I export a list? Not from the lists. See Lists and columns.
Why can’t I see a record my colleague can? See Permissions.