Offer - how to issue such a document?

Created: 2021-09-29
Last updated: 2021-11-09

Post view count: 895

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;

offer custom

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;

offer custom 2

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.

offer custom 3
 

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