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Batch Create Document
The Batch Create function allows you to create documents for multiple customers with the same content.
It has a similar user interface to a normal document, it has Document Details, Line Item, Photo and PDF Attachment, and Private Tab. But it allows you to add multiple customers. In the customer box, you can add customers by selecting a Customer Category, selecting individual customers from the Customer List, or inputting customer information manually.
When the document is ready, click the [Batch Create] button at the top. EasyBilling will generate an individual document for every customer.
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Getting Started
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FAQs
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How To
- Create New Document
- How to Create Documents from Existing Documents
- Export Document into PDF, HTML or XLS format
- Can I use my own font in the document?
- Customizing Date Format
- How to input multi lines in line item?
- How to change the font or style in header?
- How can I add product photos into Invoice?
- How to add discount column in Invoice?
- How can I record a payment received?
- How do I set the default tax rate and deposit rate?
- How can I transfer the software to a new computer?
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Workspace
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Document
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Settings
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Customize Document
- Customize Document
- Header
- Numbering
- Document Label
- Document Column
- Document Column Order
- Custom Field
- Document Color
- Company Chop & Signature
- Footer
- Option Box
- Paper Size / Layout
- Document Preferences
- PDF Properties
- Print Duplicate / Triplicate
- Price Calculation
- Tax Rate and Calculation
- System Preferences
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Tools
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Report
- Report List
- Global Sales Report
- Monthly Sales Report
- Sales Report by Customer
- Global Payment Report
- Monthly Payment Report
- Payment report by Customer
- Monthly Statement
- Payment Received Report
- Customer Purchase History
- Item Sales Report
- Sales Person Report
- Total Tax Payable Report
- Supplier Report
- Monthly Statement for Supplier
- Raw Data Export
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Customer List
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Supplier List
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Item List