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Easify Pro Client
System Requirements
System Requirements
Installation
On the Cloud
Installing Easify on the Cloud
Installing an additional Easify Pro Client on the Cloud
Upgrading Easify on the Cloud
On Premises
Installing Easify for the first time
Installing your Easify License
Installing an additional Easify Pro Client
Installing an additional Easify Server
Upgrading Easify
Upgrading Easify from Version 3
Logging In
On the Cloud
Logging in to Easify Cloud
Easify Connection Manager on the Cloud
On Premises
Logging in to Easify
Easify Connection Manager
Discovering Easify Servers
Getting Started
Running Easify or the First Time
Initial Setup
Selecting your VAT status
Preparing to Add Products
Adding Manufacturers
Adding Suppliers
Creating Product Categories and Subcategories
Troubleshooting
Installation Problems
Connectivity Issues
Bill of Materials
Overview
Card Payments
Payment Sense
Overview
Getting Started
Taking Card Payments
Refunds
Cashback
Reporting
Customers
Customers
Editing a Customer Record
Product Sales History
Order History
Documents
Discounts
Discounts
Document Management System (DMS)
DMS Overview
Using the DMS with DropBox
Using the DMS with DropBox via Network Share (Advanced)
ECommerce
ECommerce Overview
ECommerce Channel Manager
ECommerce API Reference
Finance
Finance
Accounts
Cashbook
Credit Control
Payment Plans
Payment Plans Overview
Creating a Payment Plan
Using a Payment Plan
Payment Plan Editor
Payment Plan Calculator
Reconciling
Reconciling
Reconciliations
Add / Edit a Reconciliation
Reconciliation Window
Doing a Reconciliation
VAT Returns
VAT Returns Overview
Preparing for a VAT Return
Doing a VAT Return
VAT Adjustments
Exporting VAT Return data
VAT Returns Window
Edit VAT Return Window
VAT Obligation Window
Bulk Invoicing
Bulk Statements
HMRC - Making Tax Digital (MTD)
HMRC - Making Tax Digital (MTD)
Knowledgebase
Knowledgebase Overview
Knowledgebase Article Editor
Licensing
Easify Pro Licensing Explained
Loyalty Points
Loyalty Points
Options
Customers
Phone Dialling
Customer Types
Postcode Lookup
Advanced Options
Finance
Payment Routing
Payment Terms Options
Credit Control
Regional Settings
Payment Sense
Orders & Quotes
Order Statuses
Order Types Options
Advanced Options
Point of Sale
Printing
Advanced POS Print Options
Pole Display
Advanced POS Options
Products
Stock Control Mode
Default Margins
Product Info
Product Info
Local CSS Editor
Advanced Options
Loyalty Points
Purchases
Purchase Types
Advanced Options
General
Document Management
Email Notifications
Updates
Task Scheduler
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
Working with Serial Numbers
Writing Off an Order
Purchase History
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
What is POS Software?
Electronic Point of Sale (EPOS)
Raising a Sale
Product Touch Buttons
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
Postcode Lookups
Postcode Credits
Products
Products
Adding a New Product
Product Details
Product Pricing
Product Stock Levels
Product Shipping
Product Condition
Product Notes
Product Info
Product Info
Image Editor
HTML Editor
Product Sales History
Product Purchase History
Editing Multiple Products
Designing & Printing Product Labels
Printing Product Labels
Importing Products into Easify
Importing Products into Easify
Supported Import File Types
Preparing Data for Import
Doing a Product Import
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
Using a Credit Note to pay for a Purchase
Reports
Reports Viewer
Production
Active Jobs List
Purchasing
Products Needed for Orders
Products Needed for Stock
Finance
Who Owes You Money (Aged Debtors)
Who You Owe Money (Aged Creditors)
Loyalty Points
End of Day (Z) Report
Payments Received
Payments Received by Till
Payments Received by Customer
Purchases
Sales
Sales by Product Category
Sales by Supplier
Trade Sales
Profit & Loss
Bulk Customer Statements
Bulk Invoicing
Products
Stock Take
Total Value of Stock
Retail Price List
Trade Price List
Live Reporting
Scheduled Orders, Purchases & Backups
Scheduling Overview
Scheduling Repeat Orders
Scheduling Repeat Purchases
Scheduled Backups
Creating Scheduled Tasks
Viewing & Editing Scheduled Tasks
Suppliers
Suppliers
Editing a Supplier Record
Product Sales History
Purchase History
Users & Security
Security
Users
User Permissions
VAT Settings
VAT Settings
Easify Server
Easify Server Overview
Licensing Explained
Installing an Additional Server
Upgrading Easify from Version 3
Easify Server Manager
Public Firewall Setup
Connecting to Easify Cloud Server
Connecting Excel to your Easify Cloud Server
Moving Easify Server to another computer
Restoring Easify Server from a Backup (.bak file)
Troubleshooting
Emailing Easify Server Logs
Easify Remote Access
Configuring Easify Remote Access
EPOS Hardware
Installing Generic EPOS Hardware
Orient BTP-M300 Thermal Receipt Printer
Orient BTP-R880NP Thermal Receipt Printer
PartnerTech CD7220 Pole Display
Zebra GK420d Thermal Label Printer
Android Barcode Scanner
ECommerce
Easify WooCommerce Plugin
Getting Started
Synchronising Products
Product Variations
Settings
Troubleshooting
Easify API
Getting Started
Easify Website
Manage Your Account
Manage Users
Change Password
Change Payment Details
Changing Company Details
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