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System Requirements
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Installing Easify for the first time
Installing the Easify Client on a New Computer
Upgrading Easify
Getting Started
Running Easify for the First Time
Evaluation Window
Installing your License
Initial Setup
Setting the Administrator Password
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Selecting your VAT status
Easify Main Window
Adding Products and Services
About Adding Products
Adding Manufacturers
Adding Suppliers
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Configuring Options
Customers
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VAT Settings
You're Ready to Go!
Products and Services
Products
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Adding a New Product
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Product Info
Editing Multiple Products
Designing & Printing Product Labels
Printing Product Labels
Importing Products into Easify
Importing Products into Easify
Supported Import File Types
Doing a Product Import
Customers
Customers
Orders & Quotes
Orders & Quotes Main Window
Order Status Explained
Working With Orders
Raising a New Order
Working With Products
Product Status
Internal Notes
Document Management
Scheduling
Assigning Users to Jobs
Keeping Track of Hours
Billing
Taking Payments for Orders
Purchasing
Purchasing
Raising a New Purchase
Adding Notes for Your Supplier
Purchase Internal Notes
Document Management
Scheduling Purchases
Recording and Searching Serial Numbers
Paying for Purchases
Paperwork Designer
Overview
Working with Text
Working with Pictures
Working with Boxes and Lines
Working with Data
Working with Sections
Section Editor
Menu Editor
Formula Editor
Advanced Field Formatting
Document Security
Toolbar Reference
Point of Sale
Electronic Point of Sale (EPOS)
Raising a Sale
Cancelling a Sale
Changing Product Quantities
Adding Comments to a Product
Selecting a Customer for a Sale
Creating a New Customer for a Sale
Discounting a Sale
Loading and Saving EPOS Sales
Printing Receipts & Other Paperwork
Taking Payments
Returns and Refunds
Setting the Float
Cashing Up
Knowledgebase
Knowledgebase Overview
Knowledgebase Article Editor
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Security
Users
User Permissions
Finance
Finance
Accounts
Accounts
Cashbook
Cashbook
Bulk Invoicing
Troubleshooting
Installation Problems
Installation Error Codes Explained
MSXML6 Setup Failed
The SQL Server service failed to start
Could not load file or assembly when loading reports
Crystal Reports 2008 Runtime SP1 - Error 1935
Easify Advanced Server Upgrade
Easify Advanced Server (EASU)
Getting Started with EASU
EASU Installation Guide
Easify Advanced Server Manager
Running Multiple Companies in Easify
Running Multiple Companies in Easify
Installing an Additional Company
Installing EASU for a New Company
Scheduled Orders, Purchases & Backups
Scheduling Overview
Scheduling Recurring Orders
Scheduling Recurring Purchases
Scheduled Backups
Creating Scheduled Tasks
Viewing & Editing Scheduled Tasks
ECommerce with XML/SOAP
ECommerce with XML/SOAP
Easify Connector for WordPress / WooCommerce
Easify Connector for WordPress / WooCommerce
Installation Guide
Setup Options
Orders Options
Customers Options
Shipping Options
Payment Options
Logging Options
YesPay
YesPay Card Payment Processing Overview
What You Will Need
Setting up YesPay
Taking Payment with Chip & PIN
Taking Cardholder not Present Payments
Guides
How to move Easify V3 to another computer
How to manually uninstall Easify V3
Help - (Easify V4 - Latest Version)
Help - (Easify V3 - Old Version)
Videos
FAQs
Forums
Contact us
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Find an Easify Reseller
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Easify Version 3 Online Userguide
System Requirements & Installation
System Requirements
Installing Easify
Installing Easify for the first time
Installing the Easify Client on a New Computer
Upgrading Easify
Getting Started
Running Easify for the First Time
Evaluation Window
Installing your License
Initial Setup
Setting the Administrator Password
Login Window
Selecting your VAT status
Easify Main Window
Adding Products and Services
About Adding Products
Adding Manufacturers
Adding Suppliers
Creating Product Categories and Subcategories
Configuring Options
Configuring Options
Customers
Phone Dialing
Customer Types
Postcode Lookup
Advanced Options
Finance
Payment Routing
Payment Terms Options
YesPay
Regional Settings
Orders & Quotes
Order Statuses
Order Types Options
Advanced Options
Point of Sale
Receipt Printer
Advanced POS Print Options
Pole Display
Advanced POS Options
Products
Product Options
Default Margins Options
Product Info
Advanced Options
Purchases
Purchasing Options
Advanced Options
General
Document Management
Email Notifications Options
Updates
Advanced Server Settings
Help System
VAT Settings
VAT Settings
You're Ready to Go!
Products and Services
Products
Product Sales History
Adding a New Product
Adding a New Product
Product Details
Product Pricing
Product Stock Levels
Product Notes
Product Info
Editing Multiple Products
Designing & Printing Product Labels
Printing Product Labels
Importing Products into Easify
Importing Products into Easify
Supported Import File Types
Doing a Product Import
Customers
Customers
Orders & Quotes
Orders & Quotes Main Window
Order Status Explained
Working With Orders
Raising a New Order
Working With Products
Product Status
Internal Notes
Document Management
Scheduling
Assigning Users to Jobs
Keeping Track of Hours
Billing
Taking Payments for Orders
Purchasing
Purchasing
Raising a New Purchase
Adding Notes for Your Supplier
Purchase Internal Notes
Document Management
Scheduling Purchases
Recording and Searching Serial Numbers
Paying for Purchases
Paperwork Designer
Overview
Working with Text
Working with Pictures
Working with Boxes and Lines
Working with Data
Working with Sections
Section Editor
Menu Editor
Formula Editor
Advanced Field Formatting
Document Security
Toolbar Reference
Point of Sale
Electronic Point of Sale (EPOS)
Raising a Sale
Cancelling a Sale
Changing Product Quantities
Adding Comments to a Product
Selecting a Customer for a Sale
Creating a New Customer for a Sale
Discounting a Sale
Loading and Saving EPOS Sales
Printing Receipts & Other Paperwork
Taking Payments
Returns and Refunds
Setting the Float
Cashing Up
Knowledgebase
Knowledgebase Overview
Knowledgebase Article Editor
Users & Security
Security
Users
User Permissions
Finance
Finance
Accounts
Accounts
Cashbook
Cashbook
Bulk Invoicing
Troubleshooting
Installation Problems
Installation Error Codes Explained
MSXML6 Setup Failed
The SQL Server service failed to start
Could not load file or assembly when loading reports
Crystal Reports 2008 Runtime SP1 - Error 1935
Easify Advanced Server Upgrade
Easify Advanced Server (EASU)
Getting Started with EASU
EASU Installation Guide
Easify Advanced Server Manager
Running Multiple Companies in Easify
Running Multiple Companies in Easify
Installing an Additional Company
Installing EASU for a New Company
Scheduled Orders, Purchases & Backups
Scheduling Overview
Scheduling Recurring Orders
Scheduling Recurring Purchases
Scheduled Backups
Creating Scheduled Tasks
Viewing & Editing Scheduled Tasks
ECommerce with XML/SOAP
ECommerce with XML/SOAP
Easify Connector for WordPress / WooCommerce
Easify Connector for WordPress / WooCommerce
Installation Guide
Setup Options
Orders Options
Customers Options
Shipping Options
Payment Options
Logging Options
YesPay
YesPay Card Payment Processing Overview
What You Will Need
Setting up YesPay
Taking Payment with Chip & PIN
Taking Cardholder not Present Payments
Guides
How to move Easify V3 to another computer
How to manually uninstall Easify V3
Easify V3 is no longer supported.
For continued support and to get the latest features we recommend that you
upgrade from V3 to V4
as soon as possible.
CLICK HERE TO LEARN MORE ABOUT UPGRADING TO EASIFY VERSION 4
NOTE:
This help article refers to Easify Version 3 which is
no longer supported
.
Click here if you are looking for Easify Version 4 help articles
.
Paperwork Designer - Menu Editor
When you create a document using the Paperwork Designer you can also choose which print menus you want your document to be available under.
For instance if you create a customer address label document, you will probably want to be able to print it from the Easify main Customers Window.
The Paperwork Designer's Menu Editor allows you to specify where you want your documents to be printable from.
To launch the Menu Editor click the
Menu Editor
button on the
Paperwork Designer
toolbar.
The
Menu Editor
consists of one or more sections, each of which corresponds to a Print menu within Easify.
Below you can see (highlighted in yellow) the section of the
Menu Editor
that is concerned with the
Customers Window Print Menu
.
We will cover all of the options that are available to you for a given menu later in this section, but for now we will focus on where the menus will appear within Easify.
Depending on which type of document you are working on, different print menus will be available to you. Some document types only allow you to place those documents under a single menu, other documents such as the Customer documents can be assigned to more than one print menu (as shown above).
The print menus that you can choose to have your documents appear under are summarised below:
Customers Documents
Customers documents can be assigned to the
Customers Windows Print Menu
This will also make them available under the context menu you get when you right click a customer record in the main Customers Window.
Customers documents can also be assigned to the
Order Details Print Menu
Orders & Quotes Documents
Orders & Quotes documents can be assigned to the
Order Details Print Menu
Products Documents
Products documents can be assigned to the
Products Window Print Menu
This will also make them available under the context menu you get when you right click a product in the main Products Window.
Purchases Documents
Purchases documents can be assigned to the
Purchase Details Print Menu
Menu Editor Options Explained
Enable
Tick the Enable checkbox to allow the document to be printed from the specified print menu.
Display separator before
This option will cause a horizontal grey separator bar to be displayed above the menu item. This is useful for grouping similar documents together within the print menu.
The following example shows a separator being applied
before
an
Invoice
document.
Display separator after
This option will cause a horizontal grey separator bar to be displayed below the menu item. This is useful for grouping similar documents together within the print menu.
The following example shows a separator being applied
after
an
Invoice
document.
Place under flyout menu
If you tick this option the document will not be placed directly within the chosen menu, rather a sub menu will be created with the name of the document type, and the document will be placed within that.
For instance, if you place a Customer document (Address Label) in the Order Details Print Menu, and tick the box
Place under flyout menu
in the Menu Editor, the address label will appear under a sub menu named "Customer".
Sort Order
This determines which order the document appears in the print menu when there are multiple documents in the menu. The higher the number you put here, the lower down in the menu the document will appear.
Print Qty
This value determines how many copies of the document should be printed when you go to print the document.
Prompt for Print Qty before printing
If enabled, this option causes Easify to prompt you for a print Qty each time you go to print the document from the specified print menu.
Preview before printing
If enabled this option will cause Easify to bring up the document preview window before printing. This allows you to review what will be printed before it is sent for printing.
Prompt before printing
This advanced option allows you to create a formula that can be used to prompt the end user before printing the document.
For example, before printing an invoice the system will check that the order has been marked as invoiced before allowing you to print. This is achieved by creating a formula that checks to see whether the invoice has been marked as invoiced and returning a message for the user if not.
Click here for more information about Working with Formulas.