SohoOS - 5.3 Instrukcja Użytkownika Pobierz pdf (Strona 26)

!!!!!!!!

SohoOS User Manual, version 5.3

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. You will be notified

when your contact makes a payment or leaves a comment.

Items

Items are all of your products and services. Essentially, this category covers anything you can attach a price

tag to. In this section, you can manage prices, inventory and more. Start by clicking Items on the menu on

the right side of the page. This option is only available while in My Business View.

Image 30 – Adding a new item

1 2 ... 21 22 23 24 25 26 27 28 29 30 31 ... 41 42

Brak uwag

SohoOS - 5.3 Instrukcja Użytkownika Strona 26