How to issue a proforma and an advance invoice on iPhone

A proforma is a quote and doesn't go into the KPO book. An advance invoice is issued when the client pays upfront, and the final invoice deducts the advance.

1. 1Proforma

   Under “Invoices” choose “Proformas” and tap “New invoice”. Pick the client, fill in the items and issue it.

   

2. 2Advance invoice

   When the advance arrives, under “Invoices” choose “Advances”, tap “New invoice” and enter the amount paid. It goes into the KPO book.

   

3. 3Final invoice

   On the final invoice, under “Deduct advances”, pick the advance invoice. The advance is deducted from the amount due and only the difference goes into the KPO book.