Adjust Decimal Places in Documents

1. Navigate to the menu “Customize Document > Preferences”
2. In the Preferences pop-up window, click on the Currency tab.
3. Under the decimal settings, select the decimal places for your Line Items and Total.
4. Click OK or Save to apply your new settings.

EasyBilling allows you to set completely different decimal rules for your line items versus your grand total. For example, you can calculate line items to three decimal places while rounding your final total to two.

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Available columns you can choose from include: ID, Photos, Supplier, Length (m), Width (m), Height (m), N.W. (Net Weight), G.W. (Gross Weight), Spec (Specifications), Info 1, Info 2, Info 3, Unit, Unit Price, Qty, Discount %, and Taxable.

This guide will show you how to customize these columns using the “Columns” and “Columns Order” settings.

Enabling and Disabling Columns (and Adjusting Width)

You can easily choose which columns appear in your document’s item list and set their widths.

1. From the EasyBilling main menu, navigate to “Customize Document > Columns“.
2. Select the document type you wish to modify (e.g., Invoice, Quotation, etc.).
3. A popup window will appear. On the left side, you’ll see a list of available columns, and on the right, a preview of your document.
   
4. To enable a column: Simply check the box located before the column name in the list.
5. To hide a column: Uncheck the box next to its name.

6. To set column width: In the “Width (mm)” column next to each column name, enter the desired width in millimeters. This allows you to control how much space each column occupies in your document.

   Important Note: The “Description” column is a fixed column and cannot be hidden. Its width is dynamic; it will automatically occupy the remaining space in the line item section after the widths of all other enabled columns have been accounted for.

7. Once you’ve made your selections and adjustments, click the [Save] button at the bottom of the window to apply the changes.

Reordering Columns in Your Document

You can also change the display order of the columns in your document’s item list.

1. From the EasyBilling main menu, go to “Customize Document > Columns Order“.
2. Select the document type you will wish to modify.
3. The popup window lists all available columns in their current order.
   
   • Note that any columns you have disabled in the previous “Columns” setting will be marked with [HIDDEN].
   • Some fields may be fixed (e.g., “Total”) and cannot be reordered; these will be marked with [FIXED].
4. To reorder a column:
   1. Click on the column name you wish to move to select it.
   2. Use the blue Up arrow button (at the top right corner of the list) to move the selected column up in the order.
   3. Use the blue Down arrow button (at the top right corner of the list) to move the selected column down in the order.
5. After arranging your columns to your preference, click the [Close] button at the bottom of the window. The changes will be saved automatically.

By following these steps, you can effectively customize the columns in your EasyBilling documents to present information exactly as you need it.

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Renaming Document Labels (For Output Documents)

1. From the main screen, navigate to menu “Customize Document > Document Label” and select the specific document type you wish to modify.
2. A new window will appear, displaying a list of labels used in that document type. Locate the label you want to change (e.g., “Proforma Invoice”) and enter your desired new name (e.g., “Preliminary Invoice”).

   

3. Click the [Save] button at the bottom of the window to apply the change.
4. The updated name will now be reflected in all output documents (e.g., printed invoices, PDFs).

Renaming Document Names in the User Interface

You can also change how document types are named within the EasyBilling software itself.

1. From the main screen, navigate to menu “Customize Document > Preferences“.
2. In the pop-up dialog box, you’ll find options to rename the document types as they appear in the user interface. Make your desired changes.

   

3. Click the [Save] button to save your changes.

Important: You must restart the EasyBilling software for these user interface changes to take effect.

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To adjust your watermark:

1. In main menu, click “Customize Document > Preferences“. A popup window will appear.
2. In the popup window, switch to the “Miscellaneous” tab.
   
3. Customize Watermark Appearance: Here you can adjust the following:
   • Grayscale: Choose a grayscale percentage from 1% to 50%.
   • Direction: Select either Slanted or Horizontal.
   • Color: Choose from Gray, Red, or Blue.
   • Font Size: Adjust the font size from 100% (full width) to 50%.

Sample Output

Below are two sample outputs of the document with different watermark settings.

Example 1: This watermark uses a 100% width font size, 30% grayscale, and gray color.

Example 2: This watermark uses a 60% width font size, 5% grayscale, and red color.

The post Adjust Watermark Settings appeared first on EasyBilling Help Center.

Enabling the “Amount in Words” Field

1. Go to the menu “Customize Document > Preferences“
2. In the Preferences window, switch to the “Amount in Words” tab.
   
3. Choose the documents for which you want to display the “Amount in Words” field.
4. Click the [Save] button to apply the settings.

Show the Field in Your Invoice

1. Open an invoice and go to “Line Item” tab.
2. You will find the “Amount in Words” field below the line item table.
3. Check the box to enable the field, and the amount will be automatically displayed in words.

The post How to Add “Amount in Words” Field to Invoices appeared first on EasyBilling Help Center.

To customize the date format, follow these simple steps:

1. Navigate to the menu “Customize Document > Preferences“.



2. Switch to the “Date” tab, you will find six different date format options to choose from:
   • YYYY-MM-DD
   • MM-DD-YYYY
   • DD-MM-YYYY
   • YYYY-MON-DD
   • MON-DD-YYYY
   • DD-MON-YYYY
3. Additionally, you can select your desired date separator, choosing from options such as dash (-), slash (/), dot (.), or space ( ).

The post Customizing Date Format appeared first on EasyBilling Help Center.

To enable the discount column, follow these steps:

1. Go to menu “Customize Document > Document Columns > Invoice“
2. In the popup windows, check the box labeled “Discount %” and specify the desired width for the discount column.
   
3. Click the [Save] button at the bottom to apply the changes.
4. Once completed, you will notice the discount column added to the line item table in the invoice window.
   

Furthermore, you may adjust the order of columns in the line item table by navigating to the menu “Customize Document > Columns Order”

The post How to add discount column in Invoice? appeared first on EasyBilling Help Center.

Using \n or <br/> for line breaks

Within the line item table of the document, you can use the \n or <br/> as a line break. For example, you can type “Wall painting\n10ft x 10ft<br/>3 coats” to represent multiple lines of information.

When the document is generated into a PDF, it will display the line breaks as intended.

Enabling text area input in line items

To enable the input of multiple lines in the description field of line items, follow these steps:

1. Go to the menu “Customize Document > Preferences“.
2. Under the “Miscellaneous” section, check the box that says “Enable multi-line in Description field in line item of document“.
   
3. Click the [Save] button to apply the changes.
4. After enabling this feature, the description field in the line item table of the document will transform into a text area, allowing you to input multiple lines of text for each item.
   

By utilizing these methods, you can easily input and display multiple lines of product information in your EasyBilling documents.

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1. Go to the menu “Customize Document > Preferences“.
2. The “Preferences” dialog box will be displayed.
3. Within this dialog box, navigate to either the “Tax Rate/Calculation” or “Deposit” tab to access the settings for the respective rates.
   
4. Set the desired default tax rate and deposit rate according to your requirements.

The post Where to set the default tax rate and deposit rate? appeared first on EasyBilling Help Center.

While the layout and style of the default header are fixed, you have the flexibility to fully customize your documents by using your own header image. You can create a header with your preferred fonts, colors, and design, then use it as your document header.

You can find these options in your header settings:

• Use the default layout: This option uses the built-in header layout.
• Use an image as a header: To use your custom design, select this option. Your header should be a JPG image with a recommended size of 1600×300 pixels (or a similar ratio) for the best results.
• Print an empty header for letterhead paper: Choose this if you plan to print on pre-printed company letterhead.

By selecting the second option, you can easily use your custom-designed header for all your documents.

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