User's Manual

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SohoOS User Manual, version 7.0
The Invoice Cycle
SohoOS makes invoicing a breeze. From getting clients to getting paid, the system tracks the status of all
your transactions for you. Just check the news feed on your homepage to see the status of estimates and
invoices.
Estimates
An estimate is a document offering basic information regarding the products or services you plan to supply
and the costs. Make sure to update your inventory prior to starting work with estimates; it will make the
whole process much easier. Start by clicking Estimates on the menu on the right side of the window.
Clicking while in My Business View will show all your estimates, while clicking the link in Selected Contact
View will show estimates specifically for that contact.
To create an estimate, click Estimates on the menu on the right side of the page, followed by , or click the
dropdown menu from any screen on the site and then click Estimate. Fill in the contact details of
the prospective client and the list of items you intend to provide. Tax calculations are based on the tax
settings definable under Settings. Once you create and save an estimate, you will see action buttons that
allow different activities: Send, PDF and Create Invoice.
Click PDF to save a PDF version of the estimate.
Click Send to email your contact a link to the estimate. Your contact will have the choice to print, download,
accept, reject, or make a comment. The newsfeed on your SohoOS homepage will be updated automatically
when your contact views, accepts, or rejects and estimate or sends a comment about it.
When your estimate is approved, click Crete Invoice to automatically convert the estimate into an invoice.
When an estimate is turned into an invoice, it does not disappear from the estimates list.
Image 28 – Completed estimate