FAQ

Frequently asked questions

What are lines & groups?
⇄ Applicable to: invoicing, quotes, products, services, bundles To enter the content of all kinds of documents (e.g. quotes, invoices, ...) you can use rules & groups. Groups are respectivel...
Tue, 21 Jun, 2022 at 4:13 PM
What is a team?
⇄ Applicable to: services, bundles, teams, contacts, projects A team is a group of (internal and/or external) contacts that you can link in Easybox to services, projects and areas. For each team...
Tue, 21 Jun, 2022 at 4:14 PM
What is a category?
⇄ Applicable to: products, services, bundles A category is a field that can be used to categorise products, services and bundles. You can use this field freely according to your personal prefere...
Thu, 22 Sep, 2022 at 11:19 AM
What is an alias?
⇄ Applicable to: connections, leads, customers, suppliers, manufacturers, contacts An alias in Easybox is a nickname that you can add to all kinds of contacts. You can select per alias wheth...
Tue, 21 Jun, 2022 at 4:12 PM
What is VIES?
⇄ Applicable to: connections, integrations VIES is the abbreviation of VAT Information Exchange System. VIES is a search engine run by the European Commission that looks up VAT numbers in th...
Wed, 2 Nov, 2022 at 5:14 PM
What is a D-U-N-S or DUNS number?
⇄ Applicable to: connections, customers, suppliers, manufacturers, leads, contacts, account A DUNS number is a unique nine-digit number that identifies companies worldwide according to the Data ...
Thu, 22 Sep, 2022 at 11:22 AM
What is UBL?
⇄ Applicable to: invoicing, finance UBL (Universal Business Language) is a standard format for electronic business operations, e.g. for the preparation of invoices or purchase orders, developed ...
Thu, 22 Sep, 2022 at 11:16 AM