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SOCIAL LOOM OFFICE / HELP
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Getting Started
Set up Office
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Installing Social Loom Office
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Home / Main Brain
Use Home / Main Brain
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Customers
Add and maintain customers
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Import customers
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Jobs & Appointments
Create and manage appointments
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Cancel an appointment or fill the slot
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Quotes
Create or save a quote
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Issue and download a quote
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Invoices & Payments
Create, issue and download an invoice
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Record or correct a payment
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Set a payment schedule
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Credits & Refunds
Create a Credit Note
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Add, apply or refund customer credit
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Receipts
Add and review a receipt
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Money & Bank
Add or correct Money In and Money Out
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Import and match bank transactions
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VAT Records
Check VAT records and reports
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Accountant Pack
Create an Accountant Pack
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Communications
Prepare and mark a communication as sent
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Importing Existing Records
Import existing business records and numbering
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Backups & Recovery
Back up, restore and use a Recovery Key
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Licence & Updates
Check licence, updates and add-ons
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Troubleshooting
Troubleshooting safe startup and missing data
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