A quote in Holded behaves like any other sales document: you can create it , perform the basic actions and send it to your customers.
However, there is also the possibility of adding an advance payment on account and making a forecast of billing.
Add an advance payment
This option is also available for Proformas , Purchase Orders , and Sales Orders .
Access to Sales > Quotes
Select the budget
In the detailed view, click Advanced Options bottom right
Click Add payment , just below Payments on account
Fill in the fields about amount , date and account bank or catwalk
Click Save
This advance payment will automatically be taken to your Journal and, even if it has an assigned payment, your budget will not be converted still invoice. Once you convert it to an invoice, it will automatically appear as paid.
Make a billing forecast
In case you want to make a billing forecast, that is, mark a fraction payment of your budget in installments, you can do it by following these steps:
Access to Sales > Quotes
Select the budget
In the detailed view, click Advanced Options bottom right
Click on Add forecast , just below Billing forecast
Fill in the fields on the invoice to be generated
Date
Select the creation date of the invoice linked to this forecastDue date
Select the invoice due dateDescription
Write a short description about your forecastPer item
Check this box if you need to apply the fractionation percentage on individual productsPercentage
Write the fractional percentage of your total budgetTotal
Your forecast total calculated as a percentage, either per item or over the total
In the In the list of your invoices, the documents corresponding to the split amount will appear, while the status of your budget will be shown as invoiced partially . When you need to invoice the remaining part, simply repeat the same steps.