easySales Help Centre

easySales keeps the paperwork of a sale in one place: who your customers are, what you offered them, what you invoiced, and what they have paid. You work down one path — account, contact, quotation, invoice, payment, receipt — and the records left behind tell you who still owes you money.

Your first 30 minutes

Nine steps with one real customer. Start at the top and do not skip.

1. Sign in with your licence code, username and password.
2. Look around the workspace before you type anything.
3. Create the account — the company or person you are selling to.
4. Add the contact — the person you actually write to.
5. Create a quotation with the lines you are offering.
6. Preview the quotation PDF and send it to your customer.
7. Raise the invoice once the customer agrees.
8. Record the payment when the money arrives.
9. Give the receipt back to the customer.

The whole run is written up in Your first 30 minutes.

Find it by task

• Sell — Accounts · Contacts · Quotations
• Get paid — Invoices · Payments · Overdue and unpaid
• Fix a mistake — Fixing mistakes · Void an invoice · Credit notes
• Set up the company — Company details · System settings · Products · Documents
• Manage the team — User accounts · Roles and permissions · Sharing and teams

New to this software?

Read Quote to cash first. It explains why a quotation is not an invoice, why an issued invoice is not edited freely, and what the money words mean — then every guide here will read as a reminder rather than a lesson.

By your role

• Owner or administrator — Licence and users, Company details, Roles and permissions, Audit and history.
• Salesperson — Accounts and contacts, Create a quotation, Accept or reject, Lists and columns.
• Finance — Outstanding balance, Record a payment, GST and tax invoices, Credit notes.

Reference

Statuses · Permissions · Glossary · Questions and answers · Moving from Classic · What’s new