Creating Your First Customer, Estimate, and Invoice
An overview of creating customers, estimates, and invoices in EzyVoice
Bilal Naiyer
Last Update il y a 6 mois
To start billing with EzyVoice, you’ll first need to add customers, create estimates, and generate invoices. This article walks you through how these essential features work, allowing you to manage your billing process smoothly and keep your business operations organized.
Creating Your Customer
Before creating an invoice or estimate, you must add a customer to your account.
- Log in to your EzyVoice account.
- From the top menu, click Sale / Customers
- Click Add New Customer
Enter the customer details:
Customer name
Email address
Phone number
Address
Billing name
Country
Curencey
Click Save
- Your new customer successfully added.
Creating an Estimate
Estimates allow you to send a price quotation to a customer before invoicing.
- Click Estimates from the navigation menu.
- Click New Estimate
Enter estimate details:
Estimate number (auto-generated or manual)
Issue date and expiry date
Add products or services:
Description
Quantity
Unit price
Apply taxes or discounts if applicable
Review the estimate total
Click Save or Send to Customer
- Your new customer successfully added.
Creating an Invoice
You can also create an invoice without an estimate.
- Click Invoices from the main menu
- Click Create New Invoice
Enter invoice details:
Invoice number
Invoice date
Payment due date
Add items or services with pricing
Apply taxes or discounts
Review the invoice total
- Click Save and continue
- Your invoice has been generated.
Once your customer, estimate, and invoice are created, you’re ready to start managing your billing workflow in EzyVoice. You can track invoice status, apply payments, and monitor your business performance directly from the dashboard.