Billing

Billing

Billing is very simple in Easify. When you are ready to bill for an order, open the order and navigate to the Billing tab.

When you are ready to print the invoice for the order tick the Invoiced tick box. This will record the invoice date allowing it to be displayed on your printed invoices.

NOTE: You can only tick the Invoiced box if you have the permission to do so in Easify, permissions can be set via the Security->Manage Users menu.

The customers default payment terms will automatically be selected in the Payment Terms drop down list, but you are free to change the payment terms for a particular order. This allows you to change a customers payment terms on a per order basis.

You will notice that the title text of an orders window displays its invoiced and paid status, so you don't need to open the billing tab to see whether an order is invoiced or paid.

You can also view the date the order was raised on the system, as well as being able to view and edit the Date Ordered for the order.

NOTE: Date Ordered is set automatically when a quote is moved to an active status i.e. the quote becomes an order. The sales report displays its results based on the Date Ordered, any orders with a Date Ordered value within the date range of the report being displayed.

The billing tab also features a handy Payment History section where you can easily view any payments or refunds that have been made in relation to the order. Double click any payment record in order to view or edit its details.

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