You can find the offer module in the navigation bar under Customers -> Offers. Here you will find an overview of your current offers with sum, status, order number, and invoice.
Click on Create offer to create a new offer.

Fill in the fields for Recipient and Subject. In the Description field, write a meaningful text for your customer.
Add conditions for validity, payment, etc.

Then click Save to Add price items.
Next point: Add prices and price items
Tip: Create a master offer with your most common parameters or tests. For future offers, you then only need to copy the master offer and change individual details. This saves effort and time!
Laatste wijziging: 21.08.2026
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