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Estimate EST-9002

draft Estimate #EST-9002 · 2026-09-24 ·Fernhill Frame Shop
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Lumen Studio
ESTIMATE
EST-9002
2026-09-24
draft
Estimate for
Fernhill Frame Shop
orders@fernhill.example
Product/ServiceDescription Qty Unit price Amount
— Custom project 1 $1,500.00 $1,500.00
Subtotal $1,500.00
Total $1,500.00
Progress billing $0.00 of $1,500.00 billed · $1,500.00 left
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  • P&L for the year (income, expenses, net)
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Turn parts of Neo-Capital on and off. Anything you switch off leaves the sidebar, the menus, and every other place the app offers it: dashboards, the Report Center, exports, the cleanup checklist. Your records and reports are never touched, a figure with a real balance behind it still shows, and the pages stay reachable from Search. Turn it back on here whenever.

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Welcome to Neo-Capital

First, who are you? Your name goes on the invoices, 1099s and reports you send out.

What are these books for?

What kind of business is it?

This is the big one. It decides your categorization rules, your Schedule C activity code, and which tools we turn on. Pick the closest match; everything stays editable later.

Construction & contracting
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What do you sell?

We have answered these from your industry. Change any that don't fit. Everything here is reversible from What you use later.

How do you get paid, and how do you pay?

This decides whether your books carry receivables, payables, or neither.

What else do you track?

Each of these adds a section to the program. Anything you turn off you can turn back on any time.

How is your business structured?

This decides which return your books are built around, and whether you owe self-employment tax. Not sure? Most solo owners are a sole proprietorship.

Business details

These appear on your invoices, statements and tax forms.

Fiscal year & accounting method

Which month your financial year begins, usually January, and usually the same as your income-tax year. You'll pick the date your books start in this program on the next step.

This drives your tax figures. Your management reports can be read either way from a toggle on each report.

When do your books start?

The date this program starts from, not the shape of your fiscal year, which you set on the previous step. You'll enter opening balances as of this date.

Branding & look

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Logo PNG, JPG, GIF, or WebP, up to 5 MB.
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Review & finish

Here's how we'll set your books up. Anything here is changeable later in Business settings.

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New payment term

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