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Edited Apr 16, 2026

Q: Offer and tax

Hi Dinuka, I have four questions:

1. Can I create an offer like an invoice as a pdf? If yes, where can I find it?
2. I can create products with tax (e.g., 19%), but the invoice doesn’t show a tax percentage column per product or a total. It seems I have to calculate it manually.
3. When I create an order (order button in timeline field in customer view) and convert it into an invoice, there’s no option to select the invoice template. It generates something like "Invoice: INV-ORD-1776338091742." How can I change it to use a predefined number range and template?
4. Can I set an invoice template as the default?

If this isn’t the right place for these questions, please let me know a better way to ask.

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