Creating an offer

You can add a new offer by clicking the New offer button. The form consists of the following parts.

Header

You have to choose

  • offer name- default name is called The offer,
  • offer description,
  • series of numeration – selecting this is mandatory (read more in the section dedicated to configuration in the configuration.pdf).

Customer details

It is possible to select a contractor from the list or to add a new one. In this section, there is a customer selection area and a button to add a new contractor. After selecting it, the following data is displayed:

  • contractor’s name,
  • billing address,
  • Tax Identification Number and Company Identification Number.

You can complete the missing details by clicking the “edit” button. A window will be displayed with a form to complete the missing information.

Dates

  • post date- the current date is selected by default. You can change it.
  • due date – by default, the field is completed with default payment due date saved in account settings (if none, then date of issue + 2 weeks); it is possible to choose one of the defined payment due dates by choosing them from the list.
  • Settings

    • language
    • currency

    Both values are set by default according to the previous offer or a country.