User's Manual

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SohoOS User Manual, version 7.0
Walkthrough
On the bottom right side of the screen when you log in, there is a fantastic feature
called Walkthrough. It provides you with a step-by-step guide to using the website,
including information on how to:
1. Upload logo and information
2. Create a new invoice
3. Publish a business mini-site
4. Set default currency
5. Set tax calculations
6. Request payment w/ PayPal
7. Create a new client
8. Create a new PO
9. Create a new estimate
10. Upgrade to PRO
11. Manage client history
12. Convert leads
13. Import contacts
Please email your questions, requests, or suggestions to [e-mail] and we will reply as soon as
possible.