How to Create and Manage Invoices in EzyVoice
A complete guide to creating, editing, sending, exporting, and tracking invoices in EzyVoice.
Bilal Naiyer
Last Update 6 maanden geleden
Accessing the Invoices Dashboard
- Log in to your EzyVoice account.
Navigate to Sale, then select Invoices
Click Create New Invoice to continue.
Enter invoice details:
Bill to
Invoice number
P.O./S.O. number
Invoice date
Payment due date
Item
Details
Price
Quantity
Discount
Adding Items to an Invoice
- In the Items section, click Add an item.
- Select a product from the list or search by typing the product name.
- The item will automatically populate with:
- Item name
- Price
- Unit
- Adjust:
- Quantity
- Price (if required)
- Repeat the process to add multiple items.
đź’ˇ You can also click Add new item to create a new product on the fly.
Removing Items from an Invoice
- To remove an item, click the ❌ (remove icon) next to the item row.
- The subtotal and grand total will update automatically.
Applying Discounts
- Enter a discount percentage in the Discount (%) field.
- The system will automatically recalculate:
- Subtotal
- Discount amount
- Grand total
Saving the Invoice
- Click Save and continue to generate the invoice.
- The invoice will now appear in your invoices list and can be viewed, sent, or exported.
Viewing an Invoice
- Go to Sales → Invoices.
- Click More → View on any invoice.
- You’ll see the full invoice details including:
- Customer information
- Itemized charges
- Discounts
- Total and amount due
- Invoice status (Approved, Unpaid, Paid)
Sending an Invoice via Email
You can send an invoice directly to your customer:
- From the invoices list, click More → Send OR open the invoice and click Send invoice.
- Enter:
- Recipient email address
- Subject (auto-filled)
- Optional message
- (Optional) Select Send a copy to myself.
- Click Send.
Exporting an Invoice as PDF
- From the invoices list, click More → Export as PDF.
- The PDF will be downloaded automatically.
- You can:
- Share it manually
- Print it
- Attach it to emails or records
Additional Invoice Actions
From the More menu, you can also:
- Print an invoice
- Convert invoice to recurring
- Send receipt
- Preview invoice as a customer
- Get a shareable invoice link
- Clone an invoice
- Edit or delete an invoice
⚠️ Make sure all invoice details—such as customer information, invoice number, dates, and item pricing—are accurate before sending or exporting the invoice. Incorrect details may affect billing and payment tracking.