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 Sales Invoice Queries - VAT, discount and postage

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Posted by ericar64

Sales Invoice Queries - VAT, discount and postage

I am evaluating Easify for use for a small electronic manufacturing business, that sells online/by phone and dispatches to UK, Europe and rest of world.

I have queries about how to manage the following:

a) If selling outside the EU, or to a VAT registered company in the EU, then VAT does not need to need to be applied to the sale. Is it possible to set VAT rate applicable to a customer, rather than just a product?

b) Is it possible to add a discount for early payment to the sales invoice?

c) What is the best way to include postage on the invoice? The postage will vary depending on destination and weight of goods.

Posted by John

Re: Sales Invoice Queries - VAT, discount and postage

ericar64 said:

a) If selling outside the EU, or to a VAT registered company in the EU, then VAT does not need to need to be applied to the sale. Is it possible to set VAT rate applicable to a customer, rather than just a product?

Unfortunately this is a manual process in the current version. I have added this feature request to our list of features to review for a future update.

ericar64 said:

b) Is it possible to add a discount for early payment to the sales invoice?

Discounting is also currently a manual process. We're adding a fully featured Discounting feature into a free update for Easify in the near future (no dates have been announced yet).

ericar64 said:

c) What is the best way to include postage on the invoice? The postage will vary depending on destination and weight of goods.

You need to create a Delivery product whose price on an order can be changed manually to reflect the delivery charge.


Happy to help - John (Easify Support)

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