A price offer is a non-accounting document that allows you to present an offer to your customer, simultaneously showcasing the product in a graphic form and providing a breakdown of suggested transaction prices.
Document Activation
To issue a document, first ensure that the given document type has been activated in the section Additional documents to issue. To do this, go to the Settings > Account Settings and select the Price offer document. After checking the box, click Save in the lower section of the page.
Issuing a Document
To issue a document, go to the main screen and click on the Price offer tile. Alternatively, you can go to the Income tab, access the list of documents, and initiate the document issuance from there (the Add new option will appear on the document list)
Numbering of the Price offer Document
In InvoiceOcean, you can assign your own numbering formats to documents, including price offers. To create your own numbering template, go to the Settings > Account Settings > Documents numbering > The default Price offer numbering format
Among the variables that can appear in the created numbering format are:
- yyyy — four-digit representation of the year
- yy — two-digit representation of the year
- mm — month
- dd — day
- nr — consecutive number
- nr-m — consecutive number within the current month (numbering restarts at the beginning of each month)
- nr-d — consecutive number within the current day (numbering restarts at the beginning of each day)
The numbering format saved from the account settings will now be automatically used when creating consecutive numbers for issued documents.
You can also start numbering from a specified number when generating a price offer. For example, if you have created documents #1, #2, and #3 outside InvoiceOcean, enter the number 4 when creating a price offer, and the system will maintain the numbering order, suggesting subsequent numbers like 5, 6, etc.
Option Show offer without product information
While creating a price offer, you can use the Show offer without product information option. What do you achieve with this feature? When you check the checkbox next to this option, the Show offer summary option is automatically enabled. As a result, the section with detailed product descriptions and their photos (if added on the product card) is hidden, and only the product summary remains visible on the document.
