Create a Proposal.
ERPGo Log In -
Steps:
- Open the website
- Enter the company login credentials
ERPGo - Proposal (Accounting System)
Steps:
- Once logged in, you will land on the Dashboard Overview
- Click on the ‘Accounting System’ module located on the left side of the screen
- Click on the sub-option ‘Proposal’ to view the related details
ERPGo - Create Proposal (Accounting System)
Steps:
- Click on the ’Create’ (plus symbol) button located on the top right corner to create a proposal
- Enter the following details for the proposal creation
Once it is done, by default it will be stored as a draft.
This proposal can be shared via email with the client from the system.
How to convert to invoice
ERPGo - Convert to invoice (Proposal)
Steps:
- Click on the ‘Convert to Invoice’ (orange color) button located under the ‘Action’ column
Print settings
ERPGo - Proposal print settings
Steps:
- Once logged in, you will land on the Dashboard Overview
- Click on the ‘Accounting System’ module located on the left side of the screen
- Click on the sub-option ‘Print Settings’ to make changes
From here, you can customize the template, color input, and logo of Proposal as per your convenience
ERPGo - Invoice print settings
Steps:
- Once logged in, you will land on the Dashboard Overview
- Click on the ‘Accounting System’ module located on the left side of the screen
- Click on the sub-option ‘Print Settings’ to make changes
From here, you can customize the template, color input, and logo of Invoice as per your convenience
ERPGo - Bill print settings
Steps:
- Once logged in, you will land on the Dashboard Overview
- Click on the ‘Accounting System’ module located on the left side of the screen
- Click on the sub-option ‘Print Settings’ to make changes
From here, you can customize the template, color input, and logo of Invoice as per your convenience
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- Module [Invoices, Revenue, Credit notes]
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- Sub-domain and Custom Domain settings
- Time Tracker
- User Management
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