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Winter show: framed editions

sent Estimate #4 · 2026-09-21 ·Westbrook Gallery
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Lumen Studio
ESTIMATE
#4
Winter show: framed editions
2026-09-21
Expires 2026-10-21
sent
Estimate for
Westbrook Gallery
orders@westbrook.example
Product/ServiceDescription Qty Unit price Amount
Framed Print, 16x20 Framed Print, 16x20 20 $95.00 $1,900.00
Fine Art Print, 12x18 Fine Art Print, 12x18 30 $30.00 $900.00
Subtotal $2,800.00
Total $2,800.00
Progress billing $0.00 of $2,800.00 billed · $2,800.00 left

This quote includes goods (Framed Print, 16x20, Fine Art Print, 12x18). A draw bills money, so tick “Remove from inventory” on whichever draw the materials actually go out with, and their cost lands in that period. If you never tick it, they go out on the draw that finishes the estimate.

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  • P&L for the year (income, expenses, net)
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  • 1099-NEC candidates (contractors paid ≥ $2,000)
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You'll choose where to save the ZIP when you click Build. A copy is also kept with your backups.

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What you use

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.

Setup switched these on from your industry. Turn off anything you do not do.

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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.

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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

Your logo and accent color appear on invoices, statements and PDF reports. The theme and chart style are how the program looks to you.

Logo PNG, JPG, GIF, or WebP, up to 5 MB.
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Light or dark, and how charts are drawn. Both can be changed any time from the gear menu in the bottom-left.

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

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Nest it under a parent of the same account type.

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A reporting dimension (location, department, segment) that slices your P&L. Rename or retire them on Chart of Accounts → Classes.

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Tracks this charge as it repeats: each new one is matched to it when it lands, and you are told if it changes price or stops. Nothing is posted, and this transaction is not categorised by it.

The charge
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New payment term

When the bill or invoice falls due, and any early-pay discount. Manage them all from the Lists button on Customers or Vendors.

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Add Neo-Capital AI

This is added to your existing Neo-Capital subscription: same card, same renewal date, one invoice. The difference for the rest of this month is charged now, pro-rated. Cancel it any time from your account.

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