Customize Invoice Formats for Sales Orders
Users can very easily customize their invoice format for sales orders by following the below-mentioned procedure.
Step 2: Click on the “Account Settings” option
Here click on the “Account Settings” option.
Step 3: Click on “Invoice Settings”
Once you click on Account Settings you will be navigated to the following page:
Here click on “Invoice Settings”.
Step 4: Update your information
Once you click on it you will be navigated to the following page:
Here under the “Invoice Display Settings” please enter your email address and contact number that needs to be printed on the invoices and then click on the “save” button.
For the company logo and signature which needs to be printed on the invoice please click on the “Choose File” option first and select the logo/signature from your system. Then click on the “Upload” button.
You have now successfully customized invoice formats for your sales orders.
Steps to set or update B2C and B2B Orders Invoice Series
Steps to Set Invoice Series for B2C and B2B Orders Step 1: On the dashboard, click on the “Three dots aka meatball menu” Step 2: Click on the “Account Settings” option Once you click on the meatball menu, you will see the following fly-out menu: ...
Updating Invoice Prefix for Old Orders
Step 1: Navigate to Invoice Report from Accounting section. Step 2: Select the Date Range and Marketplace and click on Download Invoice Csv. Step 3: Sort the file according to oldest date wise and update the Invoice Prefix and save it Step 4: Click ...
Extracting Sales Data from EasyEcom
Step 1:- After logging in EasyEcom panel, kindly go to Dashboard → Sales details page. Step 2:- Select the criteria, if you want the data to be extracted on “Order date” or “Invoice date” basis. Step 3:- Select the warehouse and date range for which ...
Processing Orders from EasyEcom
Step 1: Go to Orders --------> New Orders Step 2: Select the order that you want to process and click on conform Step 3: Go to Print Labels, when it shows Ready for Print click on Print Label, Print Invoice and download the labels from Exports job ...
Track & report sales channels for your B2B business
In EasyEcom you can easily track the sales order count across various sales channels, this will help you in identifying which channels are generating the highest revenue. To track B2B orders at sales channel level please follow the below-mentioned ...