How to view and download accounting documents from the Easy Family App

To view and download Invoices, Receipts, Pro Forma, Credit Notes, or Debit Notes from the Easy Family App, follow these steps:

1. Login and select structure

After logging into the Easy Family App, select the structure of the associated student and then the student of interest (in case you have more than one student in the same structure).

You will find yourself on the Home screen.

2. Navigate to the Invoices section

• Click on the "Invoices" icon in the bottom left bar.

• A screen will open with two useful filters for document search and the list of documents uploaded by the structure.

Search filters

To simplify the search, you can use the following filters:

• Type

Select the type of document:

• Invoice

• Receipt

• Credit Note

• Debit Note

• Proforma

• Year

Select the year of reference for the document you are looking for.

Viewing and downloading the document

1. Document list

Under the filters, you will find the list of documents sorted chronologically from the most recent to the oldest.

Each document will show:

• Name of the addressee (in parentheses the name of the associated student).

• Type and document number.

• Amount and issue date (if paid, you will find a green checkmark next to the amount).

• Download icon in the shape of a downward arrow.

2. View and download the document

• To view the document: click on the downward arrow icon next to the document. A screen will open with the document itself.

• To download or share the document: click on the right arrow icon at the bottom left. The sharing options available on your device will open.

3. Return to the previous screen

• To return to the list of documents and close the view, click on "Done" in the top right.