User's Manual

28
SohoOS User Manual, version 7.0
Invoices
An invoice is the last stage in a client’s cycle. Your client already received an initial estimate and approved it,
the work was completed, and now it’s time for you to get paid. You can generate an invoice directly from an
estimate, you can generate an invoice from your Time Tracker entries (see next page), or you can generate
an invoice from scratch by clicking Invoices on the menu on the right side of the page. Clicking while in My
Business View will show all your invoices, while clicking in Selected Contact View will only show invoices for
that specific contact. While you are in the invoice section, you can click the button to create a new invoice
or you can click the dropdown menu, followed by Invoices.
Image 29 – Invoice
If you generated your invoice from an estimate, all of the relevant data will be automatically transferred to
your new invoice. If you are starting from scratch, be sure to add the relevant items and choose the
applicable contact. Any item that is added to an invoice will be deducted from your inventory. Once you are
done inputting the data and saving the invoice, you will see action buttons that allow different activities: Send
or PDF.
Click PDF to save a PDF version of the invoice.
The SohoOS platform brings you fully integrated PayPal support. This means you can request payment from
your clients using a PayPal interface and the money will be deposited directly into your PayPal account. All
transactions are secure and do not incur extra charges other than those charged by PayPal.
Click Send to email your contact a link to the invoice. If you want to request a direct payment through
PayPal, check the box next to Get paid online and enter the email address associated with your PayPal
account.
Your contact will have the choice to print, download, pay directly, or make a comment. The newsfeed on
your SohoOS homepage will be updated automatically when your contact views the invoice, makes a
payment, or leaves a comment.