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Getting Started
Running Easify for the First Time
Evaluation Window
Installing your License
Initial Setup
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Selecting your VAT status
Easify Main Window
Adding Products and Services
About Adding Products
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Configuring Options
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VAT Settings
You're Ready to Go!
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Products
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Adding a New Product
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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
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Product Status
Internal Notes
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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
Help - (Easify V4 - Latest Version)
Help - (Easify V3 - Old Version)
Videos
FAQs
Forums
Contact us
Live Chat (Offline)
Find an Easify Reseller
Become a Reseller
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 - Toolbar Reference
Save
You can save a document by clicking the
Save
button. Clicking the
Save
button will also save any edits you have made to an existing document.
Note: The save button will only be enabled when the document has changes that need to be saved.
Page Setup
You can change the Page Setup of the document by clicking the
Page Setup
button.
Here you can change the page size, page orientation and margins of the document.
Tip:
If you add a picture to the document that is too big to fit on the document, you can temporarily change the document page size to be a size large enough to accommodate the picture, then zoom out using the
Document Zoomer
. You can then resize the picture down to the size you want, then set the document page size back to the correct size and restore the zoom to its previous setting.
Menu Editor
Click this button to launch the
Menu Editor
.
The
Menu Editor
is used to determine which document is assigned to which print menu within Easify.
Document Section Editor
Click this button to launch the
Document Section Editor
.
The
Document Section Editor
allows you to work with and configure sections within the Document Designer.
Document Security
Click this button to launch the
Document Security
Window.
The
Document Security
Window allows you to control who has access to each document.
Snap to Object
The
Snap to Object
button can be toggled on and off by clicking it.
When Snap to Object is on, the text boxes, pictures, mergefields and boxes & lines will automatically snap to the nearest object when they are moved.
Snap to Object only works for items that are visible in the Document Designer. So if you have a busy document with lots of items on it, you can zoom in to get a closer look at the item you are attempting to position and only objects that are still visible on the screen (within the field of view) will be snapped to.
If the Snap to Object button is off, you can temporarily enable Snap to Object by holding the
Alt
key on your keyboard whilst dragging the item.
Insert Picture
The
Insert Picture
button prompts you for a picture to be inserted into the currently selected section.
Click here for more information about Working with Pictures.
Insert Box
The
Insert Box
button inserts a box into the currently selected section.
Click here for more information about Working with Boxes and Lines.
Note:
The
Insert Box
button can also be used to insert a line into your document. Remember, a line is just a box with only one side.
Insert Static Text
The
Insert Static Text
button inserts a text box into the currently selected section.
Click here for more information about Working with Text.
Font Name
The
Font Name
drop down list displays the Font Name of the currently selected text box or mergefield.
You can change the font of the currently selected item by selecting its name from this list.
Click here for more information about Working with Text.
Font Size
The
Font Size
box displays the Font Size (in points) of the currently selected text box or mergefield.
You can change the font size of the currently selected item by selecting it from this list. Alternatively you can type your own size into the box and press the
Enter
key to accept your changes.
Click here for more information about Working with Text.
Font Style
The
Font Style
buttons allow you to change the style (Bold, Italic and Underline) of the currently selected text box or mergefield.
Click here for more information about Working with Text.
Font Justification
The
Font Justification
buttons allow you to change the text alignment (Left, Centre or Right) of the currently selected text box or mergefield.
Click here for more information about Working with Text.
Font Colour
The
Font Colour
buttons pops up a colour picker for the font colour of the currently selected text box or mergefield.
Click here for more information about Working with Text.
Background Colour
The
Background Colour
buttons pops up a colour picker for the background colour of the currently selected text box, box or mergefield.
Click here for more information about Working with Text.
Border
Click the
Border
button to change the border
width
,
style
and
colour
of the currently selected text box, box or mergefield.
You can change one or all of the borders, and each border can have a different width, style and colour.
Corner Radius
Click the
Corner Radius
button to change the corner radius of the border
of the currently selected text box, box or mergefield.
Default Printer
Each document that you create in Easify can be given a different default printer. This means you can have one document print to one printer, and another document print to another. For instance, you may want a product price label to print to a dedicated label printer, and you may have a shelf edge label that you would like to always print to an inkjet printer.
To select a default printer for a document, simply choose one from the
Default Printer
drop down list.
You do not have to specify a default printer for a document. If you do not specify a default printer, the user will be prompted for a printer when they try to print the document for the first time from their computer.
The default printer is specific to each computer, so if you have multiple computers running Easify on your network, users will be prompted for which printer to use when they print the document for the first time.
If you have a shared printer on your network named, say, "Shared Label Printer", you can set "Shared Label Printer" as the default printer for a document, and as long as all of the other Easify computers on your network have the printer installed with the same name i.e. "Shared Label Printer" then they will be able to print the document to that printer without having to make any changes.
Use Code39 Barcode Delimiters
Clicking the Use Code39 Barcode Delimiters button will automatically add delimiting asterisks to the selected item in the Document Designer so that it can be read by a barcode scanner.
Click here for more information about
Advanced Field Formatting
.
Field Format
Field Format
allows you to specify a
format string
for the selected mergefield in the Document Designer so that it will be formatted in a manner of your choosing. This is useful to control how dates and prices are displayed on your paperwork.
Click here for more information about
Advanced Field Formatting
.
Pick Field Format
The
Pick Field Format
button allows you to choose a
format string
from a pre-defined list
for the selected mergefield in the Document Designer so that it will be formatted in a manner of your choosing. This is useful to control how dates and prices are displayed on your paperwork.
Click here for more information about
Advanced Field Formatting
.
Allow Textbox to Grow
Clicking
Allow Textbox to Grow
button allows the selected mergefield in the Document Designer to grow if its contents are too big to fit within it when printed.
When a mergefield grows it will cause the section it is in to also grow to contain it.
Mergefields that grow too big for the section they are in will overflow onto a new page.
Hide Formula
Clicking the
Hide Formula
button allows you to create or edit the Hide Formula for the selected mergefield in the Document Designer.
Click here for more information about
Working with Formulas
.
Value Formula
Clicking the
Value Formula
button allows you to create or edit the Value Formula for the selected mergefield in the Document Designer.
Click here for more information about
Working with Formulas
.