The SimplBooks system allows saving (price) offers made to clients. The offer lines are identical to those of sales invoices but financial transactions are NOT CREATED on the basis of offers, therefore offers have no effect on accounting.
1. Open “OPERATIONS” and select “Offers”.
3. A saved quotation can be sent to the client via e-mail and an accepted quotation can be turned into a sales invoice in the “Offers” view.
4.-6. The (default) period of validity of offers is set as follows: SETTINGS> Environment settings> Price offer settings.