Offer - how to issue such a document?
Last updated: 2021-11-09
An offer in InvoiceOcean.com can be created in 3 ways:
1) Create an offer as a proforma invoice by changing its name to Offer.
Go to Settings> Account settings> Print settings and enter the desired name under Custom document names by Proforma Invoice custom name and then save the changes at the bottom of the page;
2) Create an offer as an Estimate by renaming it to Offer.
Go to Settings> Account Settings> Print settings and enter the desired name under Custom document names next to Estimate custom name, and then save the changes at the bottom of the page;
3) Create an offer as Not accounting document by renaming it to Offer.
Go to Settings> Account Settings> Print settings and enter the desired name under Custom document names next to Not accounting document (custom name), and then save the changes at the bottom of the page.
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