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MSXML6 Setup Failed
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Crystal Reports 2008 Runtime SP1 - Error 1935
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Getting Started with EASU
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Scheduled Orders, Purchases & Backups
Scheduling Overview
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ECommerce with XML/SOAP
ECommerce with XML/SOAP
Easify Connector for WordPress / WooCommerce
Easify Connector for WordPress / WooCommerce
Installation Guide
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What You Will Need
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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 - Working with Text
One of the main features of any item of paperwork will be text.
There are two forms of text that you can use in a document,
Static Text
i.e. text that doesn't change such as titles and headings; and
Mergefields
i.e. text that is pulled from the database when you load the document such as Order Number, Order Total, Product Price etc...
In this section we will be talking about Static Text, MergeFields will be covered in the later section on
Working with Data
.
From here on we will refer to Static Text simply as
Text
.
Editing Existing Text
One of the first things you will likely want to do with your paperwork is to edit the text of the documents to be your own words. Whether you simply want to add a line of text somewhere, to add your company address and contact information to a document, or to completely change the paperwork into a language of your choosing.
For this example we will cover the topic of changing your company name at the top of an invoice.
To edit the company name at the top of an invoice, first open the document in the Document Designer. For information on how to open a document see the
Paperwork Designer Overview
.
The text that we want to edit currently says "
Your Company Name Here
". We want to change this to read "
Easify Electricals Ltd
".
Double click the text to put it into edit mode.
Edit the text to say what you want it to. In this case we have chosen the text to be "
Easify Electricals Ltd
". Note that we have placed each word on a separate line by pressing the
Enter
key on the keyboard after each word. Text can be as many lines as you want it to be.
We are also going to tweak the style of the text to make it look a bit more interesting...
On the
toolbar
are various buttons for editing the style of your text.
Here we have changed the font to be Franklin Gothic Medium, the font size to be 22 point, the style to be Bold Italic, and the colour of the font has been changed to blue.
When you have finished editing your text, simply click off the text to de-select it. In other words, click anywhere outside the text i.e. click on the document background.
Click here for more information about the text formatting options on the toolbar
.
Note:
Don't forget to click the Save button on the toolbar to save your changes when you are done.
Adding New Text to a Document
Next we're going to add some new static text to our invoice...
We want our invoice to include the company tag-line "
The Power to Serve You...
". We're going to have this text following on from the company name.
To insert static text to your document, first select the
section
that you want to place the text in. To select a section simply left click within it on its background in the
Document Designer
. In this case the section we need to select is
Report Header 1
. Then click the
Insert Static Text
button.
Click here for more information about Working with Sections.
A new static text field will be inserted into the top left of the selected section in the
Document Designer
.
Next the text is dragged into position in the
Document Designer
by left clicking on it and holding the mouse button while you drag it. You can also nudge the text into position when it is selected by pressing the arrow keys on your keyboard.
Note:
You can press and hold the
Alt
key on the keyboard while dragging to make the object you are dragging snap to the objects it is near to. Or click the
Snap to Object
button on the
toolbar
to switch on Snap to Object mode.
We have also made the text box longer by dragging the little square resize handles as appropriate.
To edit the text double click it.
You can apply styling to the text via the buttons on the toolbar.
When you have finished editing your text, simply click off the text to de-select it. In other words, click anywhere outside the text i.e. click on the document background.
Click here for more information about the text formatting options on the toolbar
.
Note:
Don't forget to click the Save button on the toolbar to save your changes when you are done.