Tips
Copy for AI
Each tip answers one practical question in a few minutes of reading: a faster way to do something in easySales, or a good habit for a small business and exactly how to do it here. Every tip links to the full page when you need the details.
Find and organise
Section titled “Find and organise”- Find anything fast
- Filter a list
- Choose your list columns
- Get your data into Excel
- Import customers from a spreadsheet
- Use easySales on your phone
Quotations, invoices and follow-up
Section titled “Quotations, invoices and follow-up”- Send a quotation or invoice to a customer
- Reuse a quotation for a repeat job
- Set up your products once
- Keep document numbers tidy
- Never miss a quotation follow-up
- Get told when a customer pays
- Automate monthly billing
Money habits
Section titled “Money habits”- Take a deposit before you start the work
- Bill a project in stages
- Chase overdue invoices in ten minutes a week
- Send a statement at month end
- Handle bank charges and short payments
- Month-end checklist
- Fix a wrong invoice the right way
- Invoice in your customer’s currency
- Check your margin before you quote
Team, security and AI
Section titled “Team, security and AI”- Give a new salesperson the right access
- Secure your account in two minutes
- Connect Claude or ChatGPT to easySales
- Ask the assistant about your numbers
Common questions
Section titled “Common questions”- Are these tips different from the Sales playbook? Yes. A tip is one short how-to. The Sales playbook walks through a whole deal, from first enquiry to payment, step by step.
- Do the tips give tax or legal advice? No. They describe good general practice and how to do it in easySales. For the rules in your country, see Invoicing knowledge and ask your accountant.
- Why can’t I see a button a tip mentions? Your role may not include that action, or the screen may be narrower than the tip assumes. See Roles and permissions.