FAQ

Frequently asked questions

What is a QR code for payment on my sales invoices?
⇄ 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
What is an email automation?
⇄ 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
What is a template?
⇄ 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
What is a bundle?
⇄ 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
What is consolidating?
⇄ 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
Which browsers are supported by Easybox?
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 te...
Fri, 9 Dec, 2022 at 10:30 AM
What's the difference between the different types of addresses
⇄ 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
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