Help centre
How to do each thing in EaseDesk, step by step. Can't find it? WhatsApp or call +91 91525 20552, or write to support@easedesk.com.
Getting started
Your account, your business details, your team and your dashboard
Sales and collections
Quotations, GST invoices, receipts, reminders, recurring bills and the counter
- Create a GST invoice
- Send a quotation and turn it into an order
- Send goods on a delivery challan
- Record a payment from a customer
- Send automatic payment reminders
- Set up recurring invoices
- Bill customers at the counter (POS)
- Issue a credit note against an invoice
- Track opportunities in your sales pipeline
- Capture leads from your website and IndiaMART
- Answer customers' support tickets on time
- Give customers a portal on your own domain
- Run projects and bill your team's hours
GST and TDS
GSTR-1, GSTR-3B, GSTR-2B, e-Invoice, e-Way Bill and TDS
- Prepare GSTR-1 and upload it to the GST portal
- Prepare GSTR-3B from your books
- Reconcile GSTR-2B with your purchase bills
- Get the IRN for your e-invoices
- Make an e-way bill from an invoice
- Add the shipping bill to an export invoice
- Deposit TDS and TCS and prepare the quarterly data
- Set GST rates and HSN codes on items
Purchases and stock
Purchase orders, vendor bills and payments, warehouses and stock
Manufacturing and work
Production, job work, tasks, contracts and files
Accounts and banking
Expenses, vouchers, bank reconciliation, statements and the year end
- Record and track expenses
- Post journal, contra, payment and receipt vouchers
- Reconcile your bank statement
- Track cheques and post-dated cheques
- See your profit and loss and balance sheet
- Keep a fixed asset register and run depreciation
- Lock periods and close the financial year
- Run reports and email them on a schedule
People and payroll
Employees, attendance, leave, payroll, payslips and expense claims
Your EaseDesk plan
Trial, paying, adding users, invoices from EaseDesk and ownership
Security and your data
Two-step sign-in, the audit log, exporting and closing
Connections
Online payments with Razorpay, webhooks and other services
When something is wrong
Signing in, blank or slow pages