Proposal, Invoice, & Print Settings
Create a Proposal.
ERPGo Log In
- Open the website
- Enter the company login credentials
![Proposal, Invoice, & Print Settings 1 Img](https://workdo.io/wp-content/themes/storefront-child/assets/images/document/img/proposal-invoice-print-settings/image1.png)
ERPGo – Proposal (Accounting System)
- 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
![Proposal, Invoice, & Print Settings 2 Img](https://workdo.io/wp-content/themes/storefront-child/assets/images/document/img/proposal-invoice-print-settings/image2.png)
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)
- Click on the ‘Convert to Invoice’ (orange color) button located under the ‘Action’ column
- Print settings
![Proposal, Invoice, & Print Settings 3 Img](https://workdo.io/wp-content/themes/storefront-child/assets/images/document/img/proposal-invoice-print-settings/image4.png)
ERPGo – Proposal Print Settings
- 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
![Proposal, Invoice, & Print Settings 4 Img](https://workdo.io/wp-content/themes/storefront-child/assets/images/document/img/proposal-invoice-print-settings/image5.png)
From here, you can customize the template, color input, and logo of Proposal as per your convenience
ERPGo – Invoice Print Settings
- 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
![Proposal, Invoice, & Print Settings 4 Img](https://workdo.io/wp-content/themes/storefront-child/assets/images/document/img/proposal-invoice-print-settings/image5.png)
From here, you can customize the template, color input, and logo of Invoice as per your convenience
ERPGo – Bill Print Settings
- 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
![Proposal, Invoice, & Print Settings 4 Img](https://workdo.io/wp-content/themes/storefront-child/assets/images/document/img/proposal-invoice-print-settings/image5.png)
From here, you can customize the template, color input, and logo of Invoice as per your convenience
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- Performance in HRMGo
- Launching Your Own SaaS Business with BookingGo SaaS
- User Management & Role Permission
- Contracts in AccountGo
- Email SMTP Settings
- Sub-domain and Custom Domain Settings – White Label
- Job Recruitment in ERPGo
- Customer & Vendor Statement
- Basic System Settings
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