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EasyBilling Invoicing Software

EasyBilling
Invoicing Software

Prepare Invoice, Quotation, Receipt,
Delivery Note,
Packing Slip,
and more...

Download EasyBilling Trial Version
Print

Create New Document

  1. In the “Tools Box” of main window, select the folder that the new document belongs to.
    New Document
  2. Click the “New Document” icon New Document Icon in Tool Bar and select the document from the provided list.
  3. The document window will be shown. Below is the Quotation window.
    Quotation Window

    The document window has few tabs: Document Details, Line Item, Photo Attachment, PDF Attachment, and Private.

    Tabs in document

  4. In the “Document Details” tab, you can specify the general information of the document, like Document Number, Currency, Stamp, Date, Customer Information and others.

    The document number will be generated automatically, But you can overwrite by clicking “Edit” icon Edit Number.

    You can load the customer information from Customer List by clicking the button at the bottom.

  5. In the “Line Item” tab, you can specify the item entry, notes and the signature box.
    Line Item in Quotation
  6. You may add Photo and PDF Attachment in the corresponding tab.
  7. When your document is ready, you can click icon in Tool Bar to save Save Document, preview Preview Document or print Print Document your document.

Use “Generate From” to load information from other document
If you want to import data from other documents, like copying details from a quote to an invoice, you may click the “Generate From” button at the top and select the document you want to load the information from.

This can help to save your time and ensure the information is accurately transferred.

Generate from other Document

Video: Create Document