Help and support
How each part of EZ PO Invoice works, answers to the usual questions, and a way to reach us.
Contact support
A question, a problem, or something that looks wrong. We answer by email.
Questions and answers
Plans, your data, payments, and what the app does and does not do.
Ideas and suggestions
Suggest a feature, vote for others' and follow what happens to them.
How it works
Quotes, invoices and purchase orders
- Press New and choose a quote, an invoice or a purchase order.
- Pick the customer or supplier, add the lines, and check the document on the right as you go.
- Send it by email, download the PDF or print it. A sent quote can be accepted online by your customer.
- An accepted quote becomes the invoice and the supplier's purchase order in one click.
Paste or photograph an order
- In a new document, press Import.
- Paste an order confirmation or an email, or choose a photo or PDF. On a phone the button opens the camera.
- The lines fill themselves in. Anything that could not be read is left blank and marked, never guessed.
Getting paid and what is late
- Outstanding lists what customers owe you and what suppliers still owe you, by how late it is.
- Payment reminders are off until you turn them on, under Payment reminders on the Profile page.
- Once on, they go 3 days before the due date, on the day, then 7, 14 and 30 days late, and stop once the invoice is paid.
Letters
- Open Letters, or press New letter on the Documents page.
- Start from a template — a thank-you, a payment reminder, a price change — or a blank page.
- Choose one of the letterhead designs. It uses your logo, colour and details from the Profile.
- Email it from the app, and see when it is opened, or download the PDF.
Filling in a supplier's form
- Open Forms and drop in the form: a credit application, a W-9, a new-vendor form — a PDF or a photo.
- It comes back filled in from your Profile. Click any box to change it, or add text where something is missing.
- Pick which suppliers to give as trade references, then download the PDF, sign it and send it back.
- Your Profile's values are not sent to the reader; it only works out which fact goes in which box.
Expenses and receipts
- Open Expenses and add one by hand, or choose a photo or PDF of the receipt.
- The date, payee, amount and tax are read for you and a category is suggested. Check them and save.
- Sales and purchases come from your invoices and purchase orders, so Reports shows profit without double entry.
Importing a bank statement
- In your online banking, download the transactions as CSV.
- On Expenses, press Import bank statement and choose the file.
- Each line is matched: payments against open invoices and bills, the rest as expenses. Change any line, then save. Nothing is saved before that.
The tax summary
- On Reports, open Tax summary and pick the year or quarter.
- In the US it lays out the Schedule C lines and the contractors you paid enough to need a 1099.
- In Spain it shows the IVA quarter and both libros registro. Elsewhere, tax collected and paid by quarter.
- Download the CSV for your accountant. It is a summary of what is in the app, not a filed return.
More than one business
- Add a business on the Businesses page. Each has its own numbering, contacts, documents and books.
- Switch between them in the header. Business allows 3 and Pro 10; Solo runs one.
Questions and answers
Is there a free trial?
Yes: 14 days with everything, and no card to start. When it ends, choose a plan on the Subscription page in the account menu.
What happens to my documents if I stop paying?
They stay yours. Everything you made stays readable, printable and exportable; only making new ones stops.
Which plan do I need?
The plans differ only in how many businesses and invoices a month they cover. Quotes, purchase orders and every feature are on all three.
Can my customers pay by card through the app?
Not yet. Your bank details print on the invoice, and you mark it paid when the money arrives — or let a bank statement import do it.
Is there a phone app?
It works in a phone's browser, and can be added to the home screen from the browser's menu so it opens like an app.
Who can see my data?
Only people signed in to your account. Card details go to Stripe and never reach our server.
Can I import my customers and products?
Yes, from a CSV file on the Customers, Suppliers and Products pages, and export them the same way.
Does it file my taxes?
No. The tax summary lays out the figures for your return or your accountant; it does not file anything.
Contact support
We read every message and answer by email, usually within one working day.
Ideas and suggestions
Suggest what EZ PO Invoice should do next, and vote for the ideas you want. You are told under the bell when an idea you follow is answered or changes status.