EasyInvoiceFlow help
Clear answers for the everyday admin
Find quick guidance for setting up your account, creating documents, managing payments and keeping your business details organised.
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What can we help with?
Getting started
How do I create my first invoice?
Create an account, add your business details during onboarding, then open Invoices and choose New invoice. Pick a customer, add the work, review the totals and issue the invoice when it is ready.
Can I use EasyInvoiceFlow from my phone?
Yes. The app is designed for small screens as well as desktop browsers. You can add customers, create invoices and share PDFs wherever you are working.
What happens after the 14-day Pro trial?
Every new account starts with 14 days of Pro without a card. After that, the account moves to Free. Your invoices and customer records remain available; Pro features are shown on the Pricing page.
Quotes and invoices
How do customers view a quote?
When you send a quote, EasyInvoiceFlow creates a secure share link. Your customer can open it and accept or decline without creating an account.
Can I change an issued invoice?
An issued invoice keeps its document record and PDF. If you need a corrected document, open it from the invoice list and use the available edit or duplicate actions.
How do I record a payment?
Open an unpaid invoice and mark it paid. The app records the payment date and method, and updates your outstanding and collected totals.
Branding and email
Where can I add my business branding?
Open Settings, choose Branding, and use the Brand, Documents and Emails tabs to set your colours, fonts, layouts, sender name and reply-to address.
What are custom email intros?
Pro lets you write the opening text for the customer emails you send from the app. The rest of each message keeps the standard document details and links.
What is the reply-to email used for?
Customer emails are sent from the verified EasyInvoiceFlow domain, while replies go to the reply-to address you set in Branding → Emails.
Account and privacy
I did not receive my confirmation email. What should I do?
Check your spam or junk folder first. You can use the resend option on the confirmation screen, or contact support if the message still does not arrive.
How is my information handled?
Read our Privacy Policy for details about account information, business records, customer data, storage and your available choices.
How do I reset my password?
Choose Forgot password on the sign-in screen and enter your account email. We will send a reset link if an account exists for that address.
Still need a hand?
Tell us what you are trying to do and include the page or feature you were using. We will help you find the next step.
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