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.
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.
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- 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.
Add Customer
You can click the "Add" link below the customer list to add a new customer.
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- 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
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-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
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-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
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-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. (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 (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. (Click image to enlarge)
ezAccounting software is the right in house accounting solution for small businesses needing to document and report on incoming and outgoing cash flow including sales, receipts, payments and purchases. It also supports payroll processing and tax form printing.
If you have not installed this software, you can download and try it free with no obligation and no credit card needed.
This accounting software is compatible with Windows 11, 10, 8, 7, Vista and other Windows computers.
ezAccounting makes it easy to track income and cost!
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