How EasyGoInvoice Works

Creating professional invoices, quotes, and documents has never been easier. Follow these simple steps to get started in minutes.


Quick Overview

EasyGoInvoice is designed to be simple and intuitive. You don't need an account, you don't need to download anything, and you don't need to be a tech expert. Just visit our website and start creating your documents in seconds.

Key Benefits:

  • No signup or account required
  • All data stored locally in your browser
  • Works on any device (desktop, tablet, mobile)
  • Create unlimited documents for free
  • Download professional PDFs instantly

Step-by-Step Guide

1

Visit EasyGoInvoice

Open your web browser and navigate to easygoinvoice.com. That's it no downloads, no installations, no waiting.

The website works on any device with a modern browser, so you can create invoices from your laptop, tablet, or even your phone.

2

Choose Your Document Type

At the top of the page, you'll see a dropdown menu where you can select the type of document you want to create:

  • Invoice: For billing clients after work is completed
  • Quote: For providing estimates before starting a project
  • Purchase Order: For ordering goods or services from suppliers
  • Bill: For receiving payments from customers
  • Credit Note: For refunds, adjustments, or corrections

You can switch between document types at any time without losing your work.

3

Enter Your Business Details

Fill in your business information in the first section:

  • Business name
  • Logo (optional you can upload your company logo)
  • Business address
  • Phone number
  • Email address
  • Tax ID or registration number (if applicable)

Pro Tip: Your business details are automatically saved in your browser, so you only need to enter them once. They'll be pre-filled for all future documents.

4

Add Client Information

Enter your client's or customer's details:

  • Client name or company name
  • Billing address (Bill To)
  • Shipping address (Ship To) optional, if different from billing
  • Contact information

This information appears on the final document, so make sure it's accurate.

5

Add Line Items

Add the products or services you're billing for. For each item, include:

  • Description: Clear description of the product or service
  • Quantity: Number of units or hours
  • Unit Price: Price per unit
  • Tax: Tax rate (if applicable)

EasyGoInvoice automatically calculates the line total, subtotal, tax amount, and final total for you. You can add as many line items as needed.

Tip: Be specific in your descriptions. Clear, detailed line items help clients understand what they're paying for and can speed up payment processing.

6

Customize Payment Terms & Notes

Add important details to your document:

  • Payment Terms: When payment is due (e.g., "Net 30", "Due on receipt")
  • Due Date: Specific date payment is expected
  • Notes: Additional information, terms and conditions, or special instructions
  • Currency: Select from USD ($), EUR (€), or INR (₹)

These details help set clear expectations with your clients and can reduce payment delays.

7

Review & Download

Before generating your document, review all the information to ensure accuracy. Once you're satisfied:

  • Click the "Download PDF" button to generate and download your document
  • Or use the "Send Email" feature to email the PDF directly to your client

Your document is automatically saved to your browser's history, so you can access it later, edit it, or download it again.

Note: All documents are stored locally in your browser. They remain accessible until you clear your browser data. You can view all your saved documents in the History section.

How Data Storage Works

One of the unique features of EasyGoInvoice is how we handle your data:

Local Storage (Browser-Based)

  • All your documents, business details, and client information are stored in your browser's local storage
  • Your data never leaves your device we don't store it on our servers
  • You can access your document history anytime by visiting the History page
  • Documents remain accessible even after you close the browser, until you clear your browser data

This approach ensures maximum privacy and security. For more details, see our Privacy Policy.

Common Use Cases

Freelancers

Invoice clients for completed projects, send quotes for new work, and manage all your billing in one place.

Small Businesses

Create professional invoices for customers, send purchase orders to suppliers, and issue credit notes for returns.

Consultants

Provide detailed quotes for consulting services, invoice for hourly work, and track all client communications.

E-commerce Sellers

Generate bills for online sales, create invoices for wholesale orders, and handle refunds with credit notes.

Tips & Best Practices

  • Save your work regularly: While EasyGoInvoice auto-saves, it's good practice to download important documents as PDFs for backup
  • Use clear descriptions: Detailed line items help clients understand charges and can prevent disputes
  • Set clear payment terms: Specify due dates and payment methods to avoid confusion
  • Keep your business details updated: Ensure your logo, address, and contact information are current
  • Review before sending: Always double-check amounts, dates, and client information before generating the final document
  • Use the History feature: Access previously created documents to duplicate or edit them for recurring clients

Need Help?

If you have questions or run into any issues, we're here to help:

Ready to Get Started?

Creating your first invoice takes just a few minutes. No signup required, no credit card needed.

Create Your First Document