FAQ
Frequently asked questions
Automatic consolidating based on structured messages is a process where Easybox automatically matches invoices based on a structured message provided with a bank transaction. By using a structured...
Thu, 9 Mar, 2023 at 4:49 PM
Advance invoicing is a method in which a portion (based on a percentage) of a quote is invoiced upfront for products or services that have not yet been fully delivered and/or completed. This impro...
Thu, 9 Mar, 2023 at 4:37 PM
⇄ Applicable to: invoicing, quotes, settings A preset is a predefined block of text that you can easily reuse in recurring situations. Among other things, you can use this in the footnote of doc...
Wed, 25 Jan, 2023 at 4:10 PM
⇄ Applicable to: invoicing, banking, payments, finance, settings By default, Easybox creates a QR code for all sales invoices according to the European Payment Council (EPC) standards that is va...
Fri, 9 Dec, 2022 at 11:20 AM
⇄ Applicable to: settings, account, invoicing An email automation is an ongoing task that allows you to automatically send documents via email from your Easybox account. For example, you can sen...
Fri, 9 Dec, 2022 at 11:43 AM
⇄ Applicable to: settings, account, quotes, invoicing A template is a pre-set design of documents (e.g. quotes, invoices, ...), e-mails, etc. Using a template, you can adapt them to your company...
Tue, 8 Nov, 2022 at 8:39 AM
⇄ Applicable to: bundles, products, services, quotes, invoicing Bundles are compositions of saved products and/or services. The composition and proportion of a bundle is completely free and flex...
Thu, 27 Oct, 2022 at 10:32 AM
⇄ Applicable to: invoicing, banking, payments, consolidation, finance Consolidating means linking payments and money transactions to invoices. This enables you to follow up which invoices have b...
Wed, 2 Nov, 2022 at 5:14 PM
If you don't know how to find the browser version you are using, you can find all your browser information via https://www.whatsmybrowser.org/. Share the generated weblink with our support tea...
Fri, 9 Dec, 2022 at 10:30 AM
⇄ Applicable to: connections, customers, suppliers, manufacturers, leads, account, invoicing In Easybox, you can assign 4 different types of addresses to your connections. Registered office: t...
Tue, 21 Jun, 2022 at 4:13 PM