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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 - Advanced Field Formatting
Formatting Mergefields
When you add merged text fields to a document, you can specify how you would like them to be formatted.
For instance if you add a date field to the document you may want it formatted as full day name, followed by full month name followed by 4 digit year, or you may simply want it formatted as 2 digit day, 3 letter month abbreviation and 2 digit year.
For a price field, you might want the price formatted to two decimal places with the currency symbol to the left. And you might want the words "inc. Tax" to appear after the price.
The
Field Format
area of the toolbar allows you to achieve this and more.
The
Field Format
area of the toolbar consists of two parts, a text box where you can type in
format strings
, and a
Pick field format
button that pops up a format string picker that allows you to choose from pre-defined format strings.
The easiest way to use formatting is to simply select the merged text field in the Document Designer that you want to format, and click the
Pick field format
button to launch the format string picker.
The format picker will display format strings that are suitable for the type of merged text field you have selected i.e. Date, Price etc... Simply select the example that gives you your desired format and click
[OK]
.
Formatting Barcodes
If you want to display a mergefield as a barcode, you can select it in the Paperwork Designer and use a barcode font such as
3 of 9 Barcode
.
However, for a barcode to be properly read by a barcode scanner it needs to have an asterisk as its first and last characters. In other words, the number 123456 must be printed as *123456* in order to be recognised as a barcode.
When you use a mergefield for printing barcodes, clicking the
Use Code39 Barcode Delimiters
button will cause the asterisks to be automatically inserted when you print the document.
If you ever experience problems with barcodes not scanning, check that the
Use Code39 Barcode Delimiters
button has been selected.
Note: If you want to print static text as a barcode, the
Use Code39 Barcode Delimiters
button will not be enabled as it only works for merged text fields. For static text you will need to manually add the start and end asterisks to the text yourself.
Customising Mergefield Wording
With format strings you aren't limited to just dictating how a number or date will be formatted, you can also include wording that you would like to form part of the formatted text.
If you want to customise your chosen format string with additional text, you can add this to the format string either before or after the curly braces.
Adding Wording to a Product Price
For instance, if you want your merged text field to be a price that displays as "
Price �3.49 including tax and delivery!!!
", simply pick a format string that gives you the formatted price - which in this case would be "{0:c}", and then change the format string to be "
Price {0:c} including tax and delivery!!!
".
Here we have Inserted "
Price
" before the curly braces, and "
including tax and delivery!!!
" after the curly braces.
Whenever we print this document the text
{0:c}
will be automatically replaced with the actual price of the product, formatted as we want it.
Formatting an Order Number
The above approach is useful for mergefields such as Order Numbers too.
To have the order number appear on a document as "
Invoice No. 123456
", rather than using a static text box that says "Invoice No." and a separate mergefield to the right of it for the Order Number, you could instead just have the mergefield and make the format string "
Invoice No. {0}
".
Again, when the mergefield is printed, the {0} part of the format string will be replaced with the mergefield value (which will be the order number) so the end result is a single field that says "
Invoice No. 123456
" (or whatever order number you are printing).
Conditional Text Formatting for Binary Mergefields
This feature sounds very technical, but simply put it means that if you have a mergefield that contains a True/False value, you can use a format string that will display one value when the result is True and another result when the value is False.
Examples of binary mergefields are things like whether an order is Invoiced, whether an order is Paid, whether a product is Discontinued etc... Basically any mergefield that produces a Yes/No or True/False result.
The format string to achieve this looks like this:
{0:Text to display if False;Text to display if True}
An example of this type of formatting in action can be found in
Document Footer 3
in the
Invoice
Document. Here we have the Order Paid mergefield in the section, and the format string is
{0:;PAID IN FULL}
.
What this format string does is, if the Paid is True then display "
PAID IN FULL
", if Paid is False then display nothing.
This means that if the Invoice is Paid we display "PAID IN FULL" at the bottom of the invoice. Otherwise we don't display "PAID IN FULL".