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ezAccounting Guide: Get Paid - Manage Customers, Products and Sales

ezAccounting -> Quick Start Guide -> Get Paid


ezAccounting software makes it easy to track sales and get paid faster. Here is guide on how to manage products, customers, sales, quote, estimate, invoice, receipt and payments

1. Manage Products


You can click the top menu "Sales/Customer", then sub menu "Product List" to view product list module. You can add and edit product(s) from this module.
product list

add a product

2. Set up Sales Tax Information (optional)


You can click the top "Company" tab, then click the sub menu "Setting List->Tax Code" to view the sales tax set up. If you do not collect sales taxes, you can skip this step.

accounting application tax setup

accounting application tax setup
(Click image to enlarge)

- ezAccounting supports two level of sales taxes.

- Click the Save button to save your changes

3. Manage Customers and Sales.


  • Customer Center

  • Start ezAccounting application, click the top menu "Customer Center" to view customers, invoices, receipts, estimates, refunds and credits. You can change the date range to view more or less records.
    customer center

  • Add Customer

  • You can click the "Add" link below the customer list to add a new customer.

    accounting system customer setup screen
    (Click image to enlarge)

    - Enter customer information.

    - If customer has balance, input the balance. The initial balance can't be modified after it is saved.
    To modify a customer's balance, a trasaction must be input.

    - Click the Save button to save your changes

  • Add Estimates (Quote)

  • You can click the "Add Estimate" link above the transaction list to open the Estimate screen

    accounting add/edit estimate
    (Click image to enlarge)


    -Input product and quantity.

    -Input shipping, sales person, address etc.

    -Optional print or save estimate in PDF file. To setup Estimate format, using Form Layout Design

    - Click the Save button to save your changes


  • Add Invoice

  • You can click the "Add Invoice" link above the transaction list to open the Invoice screen

    accounting add/edit invoice
    (Click image to enlarge)

    -Input invoice either from previous estimate or input directly.

    -Input shipping, sales person, address etc.

    -Optional print or save invoice in PDF file.

    -Optional print Packing Slip.

    - Click the Save button to save your changes

  • Pay Invoice

  • You can click the "Pay Invoice" link above the transaction list to add payment information

    accounting pay invoice
    (Click image to enlarge)



    -Input invoice payment amount.

    -Select deposit account

    -Optional print or save receipt in PDF file.

    - Click the Save button to save your changes

  • Add Non-invoice Sales

  • If customers pay you at the time of sale without invoice, you can click the link "Add non-invoice sales" to open the Non-invoice sale screen. You should give them sales receipts instead of invoices.
    accounting add/edit cash sales
    (Click image to enlarge)



    -Input non-invoice cash sales.

    -Select money deposit account.

    -Optional print or save receipt in PDF file.

    - Click the Save button to save your changes

  • Add Credit/Refund

  • You can click the link "Add Refund/Credit" to open the Refund/Credit screen
    accounting add/edit refund/credit
    (Click image to enlarge)

    -Input refund/credit.

    -Select money refund account.

    -Optional print or save receipt in PDF file.

    - Click the Save button to save your changes

  • Add/Edit Existing Estimate, Invoice, Payment, Refund, Non-invoice Sales

  • You can double click a transaction to edit it. Or you can select it from list and click the link "Edit transaction" to edit it.
    accounting customer center
    (Click image to enlarge)



    -Select transaction to edit.

    -Add new transactions.

    -Add/Edit customer.



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    Related Topics


  • ezAccounting Quick Start Guide

  • Set up Check and Form Layout
  • How to manage customer and sales
  • How to manage vendor and purchase
  • How to write check and manage bank account

  • How to generate invoice
  • How to generate estimate/Quote

  • Sample Paychecks