Learn here how to create a quote
How to get there
- Access to Sales from your toolbar
- Select Quotes
Creating an invoicing forecast
In case you want to realize an invoicing forecast, that is, pay in installments, you can do it by following these steps.
- Go to the list of your quotes
- Select the document
- From the detailed view, click Advanced actions on the bottom right
- Hit Add forecast, right below Invoicing forecast
- Fill in the fields
Click on the icon and access all the information
- Click on Save
In the list of your invoices, you will see the documents corresponding to the fractioned amount, that is, the amounts of the percentages that you have specified, while the status of your quote will be displayed as partially invoiced.
When you'll need to invoice the remaining part, simply select your quote and repeat the same steps.