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About Adding Products
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You're Ready to Go!
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Importing Products into Easify
Supported Import File Types
Doing a Product Import
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Customers
Orders & Quotes
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Order Status Explained
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Taking Payments for Orders
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Purchasing
Raising a New Purchase
Adding Notes for Your Supplier
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Document Management
Scheduling Purchases
Recording and Searching Serial Numbers
Paying for Purchases
Paperwork Designer
Overview
Working with Text
Working with Pictures
Working with Boxes and Lines
Working with Data
Working with Sections
Section Editor
Menu Editor
Formula Editor
Advanced Field Formatting
Document Security
Toolbar Reference
Point of Sale
Electronic Point of Sale (EPOS)
Raising a Sale
Cancelling a Sale
Changing Product Quantities
Adding Comments to a Product
Selecting a Customer for a Sale
Creating a New Customer for a Sale
Discounting a Sale
Loading and Saving EPOS Sales
Printing Receipts & Other Paperwork
Taking Payments
Returns and Refunds
Setting the Float
Cashing Up
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Finance
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Accounts
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Cashbook
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Troubleshooting
Installation Problems
Installation Error Codes Explained
MSXML6 Setup Failed
The SQL Server service failed to start
Could not load file or assembly when loading reports
Crystal Reports 2008 Runtime SP1 - Error 1935
Easify Advanced Server Upgrade
Easify Advanced Server (EASU)
Getting Started with EASU
EASU Installation Guide
Easify Advanced Server Manager
Running Multiple Companies in Easify
Running Multiple Companies in Easify
Installing an Additional Company
Installing EASU for a New Company
Scheduled Orders, Purchases & Backups
Scheduling Overview
Scheduling Recurring Orders
Scheduling Recurring Purchases
Scheduled Backups
Creating Scheduled Tasks
Viewing & Editing Scheduled Tasks
ECommerce with XML/SOAP
ECommerce with XML/SOAP
Easify Connector for WordPress / WooCommerce
Easify Connector for WordPress / WooCommerce
Installation Guide
Setup Options
Orders Options
Customers Options
Shipping Options
Payment Options
Logging Options
YesPay
YesPay Card Payment Processing Overview
What You Will Need
Setting up YesPay
Taking Payment with Chip & PIN
Taking Cardholder not Present Payments
Guides
How to move Easify V3 to another computer
How to manually uninstall Easify V3
Help - (Easify V4 - Latest Version)
Help - (Easify V3 - Old Version)
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Find an Easify Reseller
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Easify Version 3 Online Userguide
System Requirements & Installation
System Requirements
Installing Easify
Installing Easify for the first time
Installing the Easify Client on a New Computer
Upgrading Easify
Getting Started
Running Easify for the First Time
Evaluation Window
Installing your License
Initial Setup
Setting the Administrator Password
Login Window
Selecting your VAT status
Easify Main Window
Adding Products and Services
About Adding Products
Adding Manufacturers
Adding Suppliers
Creating Product Categories and Subcategories
Configuring Options
Configuring Options
Customers
Phone Dialing
Customer Types
Postcode Lookup
Advanced Options
Finance
Payment Routing
Payment Terms Options
YesPay
Regional Settings
Orders & Quotes
Order Statuses
Order Types Options
Advanced Options
Point of Sale
Receipt Printer
Advanced POS Print Options
Pole Display
Advanced POS Options
Products
Product Options
Default Margins Options
Product Info
Advanced Options
Purchases
Purchasing Options
Advanced Options
General
Document Management
Email Notifications Options
Updates
Advanced Server Settings
Help System
VAT Settings
VAT Settings
You're Ready to Go!
Products and Services
Products
Product Sales History
Adding a New Product
Adding a New Product
Product Details
Product Pricing
Product Stock Levels
Product Notes
Product Info
Editing Multiple Products
Designing & Printing Product Labels
Printing Product Labels
Importing Products into Easify
Importing Products into Easify
Supported Import File Types
Doing a Product Import
Customers
Customers
Orders & Quotes
Orders & Quotes Main Window
Order Status Explained
Working With Orders
Raising a New Order
Working With Products
Product Status
Internal Notes
Document Management
Scheduling
Assigning Users to Jobs
Keeping Track of Hours
Billing
Taking Payments for Orders
Purchasing
Purchasing
Raising a New Purchase
Adding Notes for Your Supplier
Purchase Internal Notes
Document Management
Scheduling Purchases
Recording and Searching Serial Numbers
Paying for Purchases
Paperwork Designer
Overview
Working with Text
Working with Pictures
Working with Boxes and Lines
Working with Data
Working with Sections
Section Editor
Menu Editor
Formula Editor
Advanced Field Formatting
Document Security
Toolbar Reference
Point of Sale
Electronic Point of Sale (EPOS)
Raising a Sale
Cancelling a Sale
Changing Product Quantities
Adding Comments to a Product
Selecting a Customer for a Sale
Creating a New Customer for a Sale
Discounting a Sale
Loading and Saving EPOS Sales
Printing Receipts & Other Paperwork
Taking Payments
Returns and Refunds
Setting the Float
Cashing Up
Knowledgebase
Knowledgebase Overview
Knowledgebase Article Editor
Users & Security
Security
Users
User Permissions
Finance
Finance
Accounts
Accounts
Cashbook
Cashbook
Bulk Invoicing
Troubleshooting
Installation Problems
Installation Error Codes Explained
MSXML6 Setup Failed
The SQL Server service failed to start
Could not load file or assembly when loading reports
Crystal Reports 2008 Runtime SP1 - Error 1935
Easify Advanced Server Upgrade
Easify Advanced Server (EASU)
Getting Started with EASU
EASU Installation Guide
Easify Advanced Server Manager
Running Multiple Companies in Easify
Running Multiple Companies in Easify
Installing an Additional Company
Installing EASU for a New Company
Scheduled Orders, Purchases & Backups
Scheduling Overview
Scheduling Recurring Orders
Scheduling Recurring Purchases
Scheduled Backups
Creating Scheduled Tasks
Viewing & Editing Scheduled Tasks
ECommerce with XML/SOAP
ECommerce with XML/SOAP
Easify Connector for WordPress / WooCommerce
Easify Connector for WordPress / WooCommerce
Installation Guide
Setup Options
Orders Options
Customers Options
Shipping Options
Payment Options
Logging Options
YesPay
YesPay Card Payment Processing Overview
What You Will Need
Setting up YesPay
Taking Payment with Chip & PIN
Taking Cardholder not Present Payments
Guides
How to move Easify V3 to another computer
How to manually uninstall Easify V3
Easify V3 is no longer supported.
For continued support and to get the latest features we recommend that you
upgrade from V3 to V4
as soon as possible.
CLICK HERE TO LEARN MORE ABOUT UPGRADING TO EASIFY VERSION 4
NOTE:
This help article refers to Easify Version 3 which is
no longer supported
.
Click here if you are looking for Easify Version 4 help articles
.
Paperwork Designer - Working with Sections
The Document Designer contains a number of horizontal divisions, these are known as
Sections
.
Sections allow you to design your documents so that you can control where certain parts of the document will print within the document. For example anything you place in the
Document Header
Section will only print once at the top of the first page of the document, anything you place in the
Document Footer
will only print once on the last page of the document.
Sections are printed to your document in the order in which they appear in the Document Designer.
There are five types of Document Section as follows:
Document Header
The Document Header is printed at the top of the first page of the document. If the document consists of more than one page when it is printed the Document Header is printed only on the first page.
The Document Header is useful for printing things such as your company logo image on the first page of an invoice.
You do not have to use a Document Header, it can be hidden via the
Document Section Editor
.
The Document Header is printed only once per document.
You can have more than one Document Header in a document.
Document Headers can automatically expand vertically if the MergeFields within them grow to be larger than the size of the header. Document Headers must never be allowed to grow to be too large to fit on a single page.
Page Header
The Page Header is similar to the Document Header, except that it prints at the top of every page of the document. So if your document runs into several pages when printed, the Page Header will be printed at the top of every page (but below any Document Headers that are present).
The Page Header is useful for printing column headings such as you would find above the product details on an Invoice.
You do not have to use a Page Header, it can be hidden via the
Document Section Editor
.
You can have more than one Page Header in a document.
Page Headers can automatically expand vertically if the MergeFields within them grow to be larger than the size of the header. Page Headers must never be allowed to grow to be too large to fit on a single page.
Details
Details Sections are special sections that have the ability to repeat themselves when presented with multiple rows of data to print.
If for example you want to print an invoice, you would want to have information about the order it relates to such as Order Number and Date, you would also want it to have a row of information for each product that the order contains. The product row would contain information such as Product Description, Quantity, Price etc...
You would place the Order Number MergeField in a header (perhaps the Document Header), and you would place the MergeFields that relate to the product in a Details Section.
Then when you print the document, the details section will be automatically repeated for each product that is in the order, resulting in a separate row of information for each product on the order.
You do not have to use a Details Section, it can be hidden via the
Document Section Editor
.
You can have more than one Details Section in a document. If you have multiple details sections such as Details 1, Details 2, Details 3, they will print in that order. So for example if you have two products on an order and you have the three details sections as described previously, the printed details sections would appear as follows:
Product 1 - Details Section 1
Product 1 - Details Section 2
Product 1 - Details Section 3
Product 2 - Details Section 1
Product 2 - Details Section 2
Product 2 - Details Section 3
Details Sections can automatically expand vertically if the MergeFields within them grow to be larger than the size of the details section they are in. Details Sections, unlike headers, are allowed to grow to be taller than the available space on the page. If a details section grows too large to fit on a page, it will overflow onto the next page and will continue to overflow onto subsequent pages until it has fully rendered itself.
Document Footer
The Document Footer is printed only on the last page of the document. If the document consists of more than one page when it is printed the Document Footer is printed only on the last page.
The Document Footer is useful for printing things such as order totals on the last page of an invoice.
You do not have to use a Document Footer, it can be hidden via the
Document Section Editor
.
The Document Footer is printed only once per document.
You can have more than one Document Footer in a document.
Document Footer can automatically expand vertically if the MergeFields within them grow to be larger than the size of the header. Document Footer must never be allowed to grow to be too large to fit on a single page.
Page Footer
The Page Footer is similar to the Document Footer , except that it prints at the bottom of every page of the document. So if your document runs into several pages when printed, the Page Footer will be printed at the bottom of every page.
The Page Footer is useful for printing things such as your company registration number and document page numbers etc...
You do not have to use a Page Footer, it can be hidden via the
Document Section Editor
.
You can have more than one Page Footer in a document.
Page Footer can automatically expand vertically if the MergeFields within them grow to be larger than the size of the header. Page Footer must never be allowed to grow to be too large to fit on a single page.
Re-sizing Sections
Sections will always take up the full width of the document that they are in, however you can re-size them vertically.
To change the height of a section, place the mouse over the white bar below the section, left click it and drag the height of the section as required.
Adding and Hiding Sections
For more information about adding and hiding Sections,
click here to read about the Section Editor
.