HELP & LEARNING CENTRE
Learn EasyBills, step by step
Clear tutorials for billing, GST, customers, teams, subscriptions and more. No account required.
Explore tutorials
46 guidesAccept a company invitation
Open the invitation link shared by your company administrator.
Read guide →Sales & BillingAdd a customer
Open Customers, select Add customer, enter the customer name and any applicable contact, address and GSTIN details, then save.
Read guide →Purchases & InventoryAdd a supplier
Open Suppliers, use the available add action and enter supplier details.
Read guide →Settings & IntegrationsComplete your business profile
Open Business profile, enter the legal business name, billing address, state code and optional GSTIN, then save.
Read guide →Settings & IntegrationsConfigure billing settings
Open Billing settings and review the available billing preferences for the selected company.
Read guide →Purchases & InventoryCreate a product or service
Open Products and select Add product.
Read guide →Sales & BillingCreate a quotation
Open Quotations.
Read guide →Companies & TeamCreate an additional company
Open Companies & Team from your account menu.
Read guide →Sales & BillingCreate an invoice
Open Invoices and choose the available create action.
Read guide →Getting StartedCreate your EasyBills account
Open the EasyBills sign-in page.
Read guide →Settings & IntegrationsCustomize invoice designs
Open Invoice designs to inspect the available invoice presentation options.
Read guide →Sales & BillingDownload an invoice PDF
Open Invoices, locate the saved invoice and use its PDF or print action.
Read guide →Sales & BillingEdit customer information
Open Customers, find the record, select Edit, update the relevant fields and save.
Read guide →Companies & TeamInvite a team member
Open Companies & Team.
Read guide →Settings & IntegrationsManage company integrations
Open Company integrations and configure only the services available to your company and role.
Read guide →Platform AdministrationManage platform branding
Authorized platform administrators can open Platform branding to configure supported identity, colors, logo and SEO fields.
Read guide →Platform AdministrationManage platform plans
Authorized platform administrators can open Platform Plan Management to review SaaS plans and approvals.
Read guide →Getting StartedNavigate the dashboard
Use the left navigation to open available business modules.
Read guide →Sales & BillingRecord a customer payment
Open Payments or the relevant invoice and choose the available payment action.
Read guide →Purchases & InventoryRecord a purchase bill
Open Purchase bills, select the relevant supplier, enter the purchase items and bill details, then save after verifying amounts and taxes.
Read guide →Purchases & InventoryRecord a purchase return
Open Purchase returns, identify the related purchase and enter returned items and quantities using the available workflow.
Read guide →Accounting, GST & ReportsRecord an expense
Open Expenses, use the available add action, enter the expense details and save.
Read guide →Subscription & AccountRenew or upgrade a plan
Open My subscription & plans to review available plans.
Read guide →Accounting, GST & ReportsReview GST reports
Open GST & Financial Reports and select the available tax report.
Read guide →Accounting, GST & ReportsReview accounting and finance
Open Accounting & Finance to review the available finance workspace.
Read guide →Purchases & InventoryReview inventory
Open Inventory to inspect available stock records and movements.
Read guide →Purchases & InventoryReview supplier payables
Open Supplier payables to review available outstanding purchase amounts and related supplier transactions.
Read guide →Companies & TeamSet custom team permissions
Open Companies & Team, choose a role template or Custom, then select permitted module actions such as view, create, edit, delete, approve, export or manage where available.
Read guide →Getting StartedSign in to EasyBills
Visit users.
Read guide →Companies & TeamSwitch between companies
Use the company selector in the top header and choose the workspace you want to manage.
Read guide →Settings & IntegrationsUnderstand automations
Open Automations to review the workflows available to your company.
Read guide →Sales & BillingUnderstand billing overview
Open Billing overview to review billing activity available to your role.
Read guide →Subscription & AccountUnderstand shared company limits
Open Subscription or Companies & Team to see the number of company slots used and remaining.
Read guide →Companies & TeamUnderstand team-seat limits
In Companies & Team or Subscription, review the team seats used and available for the selected company.
Read guide →Subscription & AccountUnderstand trial and expiry
Review the status and expiry date on your dashboard or subscription page.
Read guide →Companies & TeamUpdate or revoke access
Open Companies & Team and locate the relevant team member.
Read guide →Accounting, GST & ReportsUse Compliance Centre
Open Compliance Centre to access the tax and CA-oriented workflows available to your account.
Read guide →Accounting, GST & ReportsUse reconciliation
Open Reconciliation to compare the available records and reconcile discrepancies using the displayed workflow.
Read guide →Subscription & AccountView billing history
Open the account menu and choose Billing history & usage.
Read guide →Accounting, GST & ReportsView financial reports
Open Financial reports or GST & Financial Reports and select the relevant report.
Read guide →Subscription & AccountView your subscription
Open the account menu at the top right and choose My subscription & plans.
Read guide →TroubleshootingWhy can’t I create another company?
Check the shared subscription’s available company slots and your companies.
Read guide →TroubleshootingWhy can’t I invite another member?
Check the team-seat allowance for the selected company, including pending invitations.
Read guide →TroubleshootingWhy does a company show another plan?
Check that the company is correctly linked to its parent subscription account.
Read guide →TroubleshootingWhy is a menu missing?
A missing menu usually means your company role does not include the required module permission.
Read guide →TroubleshootingWhy is an invitation invalid?
Check that the link has not expired or been revoked and that you are using the invited email.
Read guide →