Proposal, Invoice, & Print Settings

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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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