Learn here how to create a quote
How to get there
- Access to Sales from your toolbar
- Select Quotes
This option is also available for Proformas, Purchase Orders and Sales Orders.
Add a payment advance
- Go to the list of your quotes
- Select the document
- From the detailed view, click Advanced actions on the bottom right
- Hit Add Payments, right below Advance payments
- Fill in the required fields Click on the icon to access all the information
- Click on Save
Bear in mind that this payment will be automatically reflected in your General ledger. Also remember that, even with an assigned payment, your quote has not been converted to an invoice yet; once you will convert it, the linked invoice will be automatically displayed as paid.