Estimates, Invoice, & Print Settings -

Estimates, Invoice, & Print Settings

Creating and Managing Estimates in ERPGo: A Comprehensive Walkthrough

Welcome to ERPGo, where crafting and handling Estimates is a breeze. Let’s delve into the detailed steps:

1. Log In to ERPGo:

  • Begin by opening the ERPGo website and seamlessly log in using your company credentials.

2. Access Estimate Module:

  • Once inside, the Dashboard Overview greets you.
  • Direct attention to the left menu and click on the ‘Accounting System’ module.
  • Subsequently, choose ‘Estimate’ to gain access to the intricate details of your Estimates

3. Create a Estimate:

  • Initiating a new Estimate is a snap; just locate and click the ’Create’ (plus symbol) button.
  • Provide the necessary details for your Estimate, and don’t worry—it’s automatically saved as a draft, giving you the flexibility to fine-tune before finalization.

4. Convert to Invoice:

  • Seamlessly transition from Estimate to invoice by navigating to the ‘Convert to Invoice’ option conveniently placed under the ‘Action’ column.

5. Customize Print Settings:

  • Tailor the appearance of your Estimates, invoices, and bills to align with your brand identity.
  • Head to ‘Print Settings’ under the ‘Accounting System’ module.
  • Here, you can delve into customization, tweaking templates, and color schemes, and incorporating your logo for that professional touch.

Empower your business processes with ERPGo’s user-friendly interface. From the inception of Estimates to their conversion into invoices, and finally, the meticulous customization of print settings—everything is at your fingertips for a seamless and professional financial experience.

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