In order to create advance payments on quotations on web,
Step 1: Click Pro forma invoices and select Create Pro forma invoice.
Step 2: Fill in the Advance amount details and click Save.
Step 3: You can check the advance amount added against that invoice.
Step 4: Click the three dots next to the pro forma invoice, select Convert, and choose Convert to Sales.
Step 5: Go to Sales, click the ₹ (Record Payment) icon on the invoice, check Settle From Advance Payments, and click Update Payment.
Step 6: Check the Pro forma invoice list to confirm the status is now Closed.
