Easify Forums

Forums -> General Questions & Answers

 New User...just need it simple!

Post Reply
Page 1 of 1 1
Posted by carparts

New User...just need it simple!

Hi, I have just downloaded the 30 day trial.... Basically I need a program that keeps a record of stock levels, updates after a sale and can print an invoice.

This program seems to do the first two fine and I am in the process of adding products, I have imported my customer database BUT I am finding it complicated to do an invoice...

I currently use , and have done for 3 years, NCH Express Invoice.....this is nice and simple but doesn't keep stock levels which is the main reason for change.

We do all of our business over the internet so do not have a cash till nor need the function for one, most orders are online or over the phone.

All I do at present is check my emails, use express invoice to create invoice and then print receipt....if it is an account customer, it keeps a record until I mark it as paid.

How can I use easify to do a simple invoice when I get an order via phone or email.....we have very little walk in customers so have never used an epos type package or till.

looking forward to a reply as getting frustrated trying to do a test invoice with no luck

thanks

graham

Posted by John

Re: New User...just need it simple!

carparts said:

All I do at present is check my emails, use express invoice to create invoice and then print receipt....if it is an account customer, it keeps a record until I mark it as paid.

Easify has the facility to allow customers to pay on account.

The account amount for customers can be seen on the "Account" tab on their customer record.

You can also load the "Customer Statements" report, from the "Reports > Finance" menu

carparts said:

How can I use easify to do a simple invoice when I get an order via phone or email.....we have very little walk in customers so have never used an epos type package or till.

Please review this guide on how to create an invoice.

http://www.easify.co.uk/forums/viewtopic.php?f=6&t=470


Happy to help - John (Easify Support)

Like our facebook page and always get the latest updates!

Posted by carparts

Re: New User...just need it simple!

Thanks John thats great, I will have a good read through that later and do a few test invoices to get to grip with it.... I am not due to swap over to new system until 6th april so a week to play around...thanks again for the quick response

Graham

Post Reply
Page 1 of 1 1

Easify Website V 5.0    © 2024 Easify Ltd ® All rights reserved.     Privacy Policy