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.
Expense Bill, Payment, and Debit Note: https://workdo.io/documents/expense-bill-payment-debit-note/
Customer & Vendor Statement: https://workdo.io/documents/customer-vendor-statement/
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