How to create an Invoice?

Invoices
Prepare Quotes and send to clients?

  • Go to “Income” tab and click it. Now you will see another “New Invoices” tab.
  • Click this “New Invoices” tab.
  • On the right hand side you will see a tab “New Invoice” > click it.
  • You will need to choose client from the drop down list. (All clients added in Add clients tab will show here).
  • On right hand side you can add; Invoice number, Date of Invoice, PO number if applicable,
  • Discount %age if applicable. If you have performed services for your client you can choose to enter information in Task Invoice part or if you sold some item to your client you can enter invoice information in Item part of the invoice.
  • For Services/Task based invoice; Go to Task Part of Invoice and click the pull down menu at the bottom of task bar. Click on “Add new task” if existing task is not there. You can now add the name of “New task” (under task), “Notes or Description of work” (under time entry notes), “Hourly Rate” (under rate) and then click “Save Task”. When you enter hours, invoice will automatically calculate the total excluding GST. If you are registered for GST. Simply click n the GST dropdown and invoice will automatically calculate the GST applicable to the total.
  • You can select NO GST if invoice has no GST.
  • You can select ADD GST if you need to add GST to the amount.
  • You can select INCLUDES GST if the amount you have entered already includes GST.
  • For Item based invoice; Go to Item Part of Invoice and click the pull down menu at the bottom of Item bar. Click on “Add new Item” if existing item is not there. You can now add the “Item Name”, “Item Description”, “Unit Cost in AUD$” and “Quantity” and then click “Save Item”. When you enter quantity, invoice will automatically calculate the total excluding GST. If you are registered for GST. Simply click on the GST checkbox and invoice will automatically calculate the GST applicable to the total.
  • For every additional task or item repeat the same steps. You can then enter Terms of invoice and other notes to the invoice at the bottom. Once invoice is ready you can either save the invoice by clicking “Save a Draft” or emailing the invoice directly to client by clicking “Send by Email”. Once you click “Send by Email” you will see an email format including (You can enter details to this message column, but please do not delete: invoice link: otherwise your client will not receive the invoice). Once you click “Send” you client will receive the invoice in their email immediately.

How to create a Quote?

New Quotes
Prepare Quotes and send to clients?

  • Go to “Income” tab and click it. Now you will see another “New Quotes” tab.
  • Click this “New Quotes” tab.
  • On the right hand side you will see a tab “New Quote” > click it.
  • You will need to choose client from the drop down list. (All clients added in Add clients will show here).
  • On right hand side you can add; Invoice number, Date of Invoice, PO number if applicable,
  • Discount %age if applicable. If you have performed services for your client you can choose to
  • enter information in Task Invoice part or if you sold some item to your client you can enter
  • invoice information in Item part of the invoice.
  • For Services/Task based invoice; Go to Task Part of Invoice and click the pull down menu at the bottom of task bar. Click on “Add new task” if existing task is not there. You can now add the name of “New task” (under task), “Notes or Description of work” (under time entry notes), “Hourly Rate” (under rate) and then click “Save Task”. When you enter hours, invoice will automatically calculate the total excluding GST. If you are registered for GST. Simply click n the GST dropdown and invoice will automatically calculate the GST applicable to the total.
  • You can select NO GST if invoice has no GST.
  • You can select ADD GST if you need to add GST to the amount.
  • You can select INCLUDES GST if the amount you have entered already includes GST.
  • For Item based invoice; Go to Item Part of Invoice and click the pull down menu at the bottom of Item bar. Click on “Add new Item” if existing item is not there. You can now add the “Item Name”, “Item Description”, “Unit Cost in AUD$” and “Quantity” and then click “Save Item”. When you enter quantity, invoice will automatically calculate the total excluding GST. If you are registered for GST. Simply click on the GST checkbox and invoice will automatically calculate the GST applicable to the total.
  • For every additional task or item repeat the same steps. You can then enter Terms of invoice and other notes to the invoice at the bottom. Once invoice is ready you can either save the invoice by clicking “Save a Draft” or emailing the invoice directly to client by clicking “Send by Email”. Once you click “Send by Email” you will see an email format including (You can enter details to this message column, but please do not delete: invoice link: otherwise your client will not receive the invoice). Once you click “Send” you client will receive the invoice in their email immediately.

How to Setup Eazybooks Accounting Solution: Master Module

Setting up the eazybooks according to requirements of your business is very essential. “Master” module in eazybooks would help you to do just that. Please read following setup instructions and if any help is required please email us at info@eazybooks.com.au or call us at 0280 21 94 38.

Once you click “Masters” module , you will see following tabs:

  • Primary Heads
  • Secondary Heads
  • Financial Year
  • Super Annuation Fund
  • Salary Head
  • Category

Primary Heads Tab: This is for reference only. Please click Primary heads tab and click “Add new primary heads”. You may add two primary heads namely :ASSETS and LIABILITIES by repeating same steps.

Secondary Heads Tab: Here you may enter following accounts by clicking “Add new Secondary heads” (These heads have to be created under one of the ASSETS or LIABLITIES primary heads, Also type the opening balances of these accounts from your bank statements or earlier accounting records). Some examples:

  • ASSETS: Business Bank Account 1 OR Bank Account 2
  • ASSETS: Cash on Hand OR Cash Drawer OR Petty cash
  • LIABILITIES: Credit card OR Mastercard OR Visa OR AMEX
  • LIABILITIES: Director loans OR Bank Loans OR Other Loans

Financial Year:

For the coming year Choose dates 01/07/2013 to 30/06/2014

For previous years choose from 01/07/20XX to 30/06/20XX

Superannuation Fund: Here you can enter the superannuation fund names which your employees are registered with or your business is registered under. These superfund details will also come in payslips and can be chosen when adding a new employee. Just click “New Superannuation fund” and add the fund name.

Salary Heads: These salary heads will form the part of payslips. These salary heads can be chosen for your employees by clicking the check box for particular employee when you add a new employee. But first you need to add salary heads here. Some examples:

  • Gross Salary
  • Hourly
  • Allowance
  • Overtime
  • Commission
  • Bonus
Catagory: There are the Income and Expenses accounts which are used to allocate your Sales or Expenses. A few commonly used account categories are already provided for your convenience. For example:
  • Sales Income
  • Interest Income
  • Accounting fees
  • Advertising
  • ect ect ect