User's Manual

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SohoOS User Manual, version 5.3
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. You will be notified when your contact accepts, rejects, or sends a
comment.
When your estimate is approved, click Crete Invoice to automatically convert it into an invoice. When an
estimate is turned into an invoice, it does not disappear from the estimates list.
Image 28Estimate
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, 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 29Invoice