How do you create an offer?

You can easily make an offer via invoices.
Add invoice -> select contact/recipient -> then click “Save” once

-> then add the positions -> then under status you select “offer” and save.

The created offer now also appears in the overview of the invoices. There, further buttons become visible via mouseover in order to print this or to send it to the contact via email (provided the email address is stored). A PDF can also be generated.

Later you can convert the offer to an invoice by changing the status back to invoice.

Keywords: offer creation, print offer, deposit, convert, offer status