Proposal, Invoice, & Print Settings
Create a Proposal. ERPGo Log In – Steps: Open the website Enter the company login […]
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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