SohoOS - 5.3 User Manual download pdf (Page 41)

SohoOS User Manual, version 5.3

Walkthrough

On the bottom right side of the screen when you log in, there is a fantastic feature

called Walkthrough. It provides you with a step-by-step guide to using the website,

including information on how to:

1. Upload logo and information

2. Create a new invoice

3. Publish a business mini-site

4. Set default currency

5. Set tax calculations

6. Request payment w/ PayPal

7. Create a new client

8. Create a new PO

9. Create a new estimate

10. Upgrade to PRO

11. Manage client history

12. Convert leads

13. Import contacts

Please email your questions, requests, or suggestions to support@sohoos.com and we will reply as soon as

possible.

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SohoOS - 5.3 User Manual Page 41