HELP & LEARNING CENTRE
Learn EasyBills, step by step
Clear tutorials for billing, GST, customers, teams, subscriptions and more. No account required.
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7 guidesSales & Billing
Add a customer
Open Customers, select Add customer, enter the customer name and any applicable contact, address and GSTIN details, then save.
Read guide →Sales & BillingCreate a quotation
Open Quotations.
Read guide →Sales & BillingCreate an invoice
Open Invoices and choose the available create action.
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 →Sales & BillingRecord a customer payment
Open Payments or the relevant invoice and choose the available payment action.
Read guide →Sales & BillingUnderstand billing overview
Open Billing overview to review billing activity available to your role.
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