Adjusting Font Size for an Existing Document

Follow these steps to customize the font size for a specific document (e.g., an invoice, quotation, or receipt):

1. Open the specific document you wish to modify.
2. In the document window, locate and click the “Font Size” menu at the top.
3. Select your desired size from the list of options, which typically includes: Extra Large, Larger, Large, Medium, Small, Smaller, and Extra Small.
   
4. (Optional) Click the “Preview” button to generate a PDF output preview and see how the new font size looks.
5. Click the [Save] button to apply the changes to the document.

Setting the Default Font Size for New Documents

To ensure all future documents you create automatically use your preferred size, set the default font size:

1. In EasyBilling, go to the menu and select “Customize Document > Preferences“.
2. In the popup window that appears, click the “Font” tab located on the left-hand side.
3. Use the options provided to choose your preferred default document font size.
   
4. Click the [Save] button to save this setting.
   All new documents created after this step will automatically utilize the new default font size.

The post How to Adjust the Font Size for Documents appeared first on EasyBilling Help Center.

Since there are no visual formatting buttons directly on the line item table, you’ll need to use specific tags to format your text.

How to Apply Formatting Tags

To apply a style, simply wrap the text you want to format in the corresponding tag. For example, to underline a word, use <u>the word</u>.

Here are the supported tags and their effects:

• <b>word</b> – bold the text
• <u>word</u> – Underlines the text
• <i>word</i> – Italicizes the text
• <large>word</large> – Makes the text larger
• <small>word</small> – Makes the text smaller
• <del>word</del> – Strikes out the text
• <red>word</red> – Changes the text color to red
• <yellow>word</yellow> – Highlights the text with yellow

The final result, as it will appear in your output document, is shown below.

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By assigning status like “Draft,” “Pending Approval,” “Approved,” “Paid,” or “Completed,” you gain a clear overview of where each document is in your workflow. This not only helps you track progress which documents are awaiting action, but also keep your documents organized and easily searchable.

Now, let’s explore the two methods for updating document status in EasyBilling.

Updating Status from the Document

This method is ideal when you’re working with a specific document and need to update its status.

1. In the document list within EasyBilling, find the document you want to modify and open it.
2. At the top of the document view, click on the “Private Tab“.
3. Within the “Private Tab“, you’ll see the current status of the document.
4. Click on the dropdown menu and choose the appropriate status for the document.
   
5. After selecting the new status, click the [Save] button to apply the change.

Updating Status from the Document List (Bulk Update)

This method is perfect for updating the statuses of multiple documents simultaneously.

1. In the document list, select the documents you want to update.
2. Once you’ve selected the documents, right-click on any of the selected documents.
3. A popup menu will appear. From this menu, select the “Change Status” option.
4. Select the Desired Status: A list of available statuses will be displayed. Choose the status you want to apply to all the selected documents.
   
5. The status of all selected documents will be updated instantly to your chosen status.

The post How to Update Document Status appeared first on EasyBilling Help Center.

To enhance clarity, you may wish to modify the default currency symbol, for instance, changing “$” to “US$” to provide a more explicit indication of the currency.

1. In the main screen of EasyBilling, go to menu “Settings > Currency List“.
2. In the popup “Currency List”, double-click the currency you want to modify.
3. In the “Edit” window, find the “Symbol” field. Replace the existing symbol (e.g., “$”) with your desired symbol (e.g., “US$”).



4. Click the [Save] button.

You can then open and select the currency again. The updated currency symbol should now be visible when previewing your document.

The post Steps to Modify Currency Symbols in Document appeared first on EasyBilling Help Center.

The desktop shortcut will use the same EasyBilling icon but will be named after the specific workspace.

Creating a Shortcut for a New Workspace

1. Create a new workspace in EasyBilling.
2. Name the workspace and specify its folder location. Select the “Create Desktop Shortcut” option.
   
3. Save your workspace. A shortcut icon will automatically appear on your desktop.

Creating a Shortcut for an Existing Workspace

1. Select your workspace and edit it.
2. Click the [Create Desktop Shortcut] button. The shortcut icon will be created on desktop.

The post Create Windows Desktop Shortcuts for Workspaces appeared first on EasyBilling Help Center.

When you use any of these variables in your document, they will automatically be replaced with the actual content from the document’s data when you print or export the final output.

Dynamic Content Variables

EasyBilling provides six key variables for inserting dynamic data:

• [CUSTOMER_NAME] (Customer Name)
• [CUSTOMER_ID] (Customer ID)
• [DOCUMENT_NUMBER] (Document Number)
• [DOCUMENT_DATE] (Document Date)
• [TOTAL_AMOUNT] (Total Amount)
• [TOTAL_AMOUNT_IN_WORDS] (Total Amount in Words)

Adding Variables to Your Documents

1. Open the document you want to modify.
2. Insert variables to add dynamic content. You can type the variable directly into the note field or select it from a dropdown menu (if available).
   
   For example:
   • To display the document date, insert [DOCUMENT_DATE].
   • To add the quote total, enter: “The Quote Total is [TOTAL_AMOUNT]”.
3. Preview your document to confirm that the variables have been replaced with the correct data.

Using Variables in Other Areas

Dynamic variables can also be used in other document areas, such as the footer or labels. For example:

• Add [DOCUMENT_NUMBER] to the footer.
• Insert [CUSTOMER_NAME] into the signature box.

The post Use variables to load document content dynamically appeared first on EasyBilling Help Center.

1. Open the document containing the items you wish to copy.
2. Navigate to the line item tab.
3. Use your mouse to select the line items you want to copy.
   To select multiple items, hold down the CTRL key while clicking on each item. Alternatively, use the SHIFT key to select a range of consecutive items.
4. Right-click on the selected items and choose “Copy Item” from the popup menu.
   
5. Open the document where you want to paste the copied items.
6. Navigate to the “Line Item” tab.
7. Right-click on the line item table and select “Paste Item” from the popup menu.
8. The item information will now be pasted into the new document.

The post How to Copy Item Information between Documents appeared first on EasyBilling Help Center.

Highlighting a Single Document

1. Open the document, click “Color Highlight” menu in the top-right corner.
2. A palette of eight different colors is shown.

   

3. Choose the color that best suits your needs.
4. Click [Save] button to save the document

On the main screen of document list, you will notice that the highlighted document is visibly marked with the selected color.

Highlighting Directly from the Document List

To change the color highlight of a document directly from the document list, follow these steps:

1. Select the desired document and right-click on it.
2. In the popup menu, choose the “Color Highlight” option.



3. A submenu where you can select a different color for the document.

Filtering by Color

If you want to filter and view only the color-highlighted documents, you can utilize the Advanced Search feature:

1. In the Advanced Search dialog, select the desired color from the available options.

   

2. click on the [Search] button.
3. It will filter and list only the documents with the selected color highlight.

The post Organize Document with Color Highlighting appeared first on EasyBilling Help Center.

EasyBilling makes it easy to show or hide specific columns in the Document List view. Here’s how:

1. Right-click anywhere within the Document List to open the popup menu.
2. From the menu options, select “List Columns“.
3. In the popup dialog, you’ll see a comprehensive list of all the available column options.
   
4. Check the boxes next to the column names you want to appear in the Document List. To hide a column, just uncheck the corresponding box.
5. Click the [Save] button at the bottom of the dialog.
   Instantly, the Document List view will update to only show the columns you’ve chosen to display.

The post Show or Hide Columns of Document List appeared first on EasyBilling Help Center.

Creating a document from a different document type

If you need to generate a document, such as an invoice, based on another type of document, like a quotation, you can utilize the [Generate From…] button within the document.

Let’s take the example of generating an invoice from a quotation:

1. Start by creating a new invoice.
2. Within the Invoice window, locate and click the [Generate From…] button at the top right corner.
   
3. A document list will appear, allowing you to select the source quotation from which you want to load information.
   
4. After selecting the desired quotation, click the [Load to Document] button at the bottom. The information from the quotation will be loaded into the invoice document.

Duplicate Existing Document

If you wish to duplicate an existing document as a new document, you can utilize the Copy and Paste feature in the document list.

1. In the document list, select the document you want to duplicate, then right-click on it.
2. From the popup menu, choose the “Copy” option. A brief notification message “Selected document is copied” will be displayed.
   
3. Next, right-click in the document list again, and select the “Paste” option from the popup menu.
   
4. The document will be duplicated with a new document number assigned.
   

By using these methods, you can efficiently create new documents from existing ones in EasyBilling.

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