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Table of Contents
Creating an Account with SohoOS ............................................................................................... 4
Personalizing Your SohoOS Account .......................................................................................... 5
Sharing—Invite Friends .......................................................................................................................... 5
General Settings ...................................................................................................................................... 5
Invoice Templates .................................................................................................................................. 6
Currencies.............................................................................................................................................. 7
Tax Calculations .................................................................................................................................... 7
Time Tracker .......................................................................................................................................... 8
Change Your Password ......................................................................................................................... 9
Mailing List .............................................................................................................................................. 9
Payment History ................................................................................................................................... 10
Terms and Conditions .......................................................................................................................... 10
Purchased Items.................................................................................................................................... 11
Docs Storage ....................................................................................................................................... 11
Business Info ......................................................................................................................................... 12
Change Your Email .............................................................................................................................. 13
myPage .................................................................................................................................................. 14
Settings ................................................................................................................................................ 14
Contact Info.......................................................................................................................................... 15
Me on the Web..................................................................................................................................... 16
Description ........................................................................................................................................... 17
Portfolio................................................................................................................................................ 17
SohoOS Business Directory ................................................................................................................. 17
Using Your SohoOS Account ..................................................................................................... 19
Navigating My Business View .............................................................................................................. 20
Navigating Selected Contact View ....................................................................................................... 22
Details .................................................................................................................................................. 23
Notes ................................................................................................................................................... 24
Contact Management ........................................................................................................................... 24
Clients .................................................................................................................................................. 25
Leads ................................................................................................................................................... 26
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SohoOS User Manual, version 7.0