SohoOS - 5.3 Instrukcja Użytkownika Pobierz pdf (Strona 24)

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SohoOS User Manual, version 5.3

Business Tools

Estimates

An estimate is a document offering basic information regarding an item you wish to supply. Once accepted

by your client, you can turn it into an invoice. It details the items you are about to supply as well as 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.

Image 26 – Estimates in My Business View

Image 27 – Estimates in Selected Contact View

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.

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SohoOS - 5.3 Instrukcja Użytkownika Strona 24