How To Create a Deposit Invoice

Want to send off an invoice to your customer to take a deposit before starting a job? 

You can quickly generate a deposit invoice based on, 

  • a percentage of a quote e.g. 20%
  • a fixed amount from a quote e.g. $500
  • or just some line items from your quote, e.g. materials first

 

Instructions

  1. When invoicing, select From Quote from within your Job (you can also do this directly when starting a new invoice from a quote)
  2. Then select what you would like to base the invoice off: line items, percentage or fixed amountScreenshot 2023-08-18 at 4.10.34 PM.png

 

For Percentage Deposits, Choose Percentage of Quote, add the Quote, and the % of the initial invoice e.g. 20%.

Screenshot 2023-08-21 at 7.15.56 PM.png

Check out this article for more information on Invoicing a Percentage of a Quote

 

For Fixed Amount Deposits, Choose Fixed Amount, add the Quote, and the fixed of the initial invoice e.g. 1,000.

Screenshot 2023-08-21 at 7.18.37 PM.png

Check out this article for more information on Invoicing a Fixed Amount of a Quote 

 

For Deposits of only some Line Items, Choose Line items in quote, add the Quote,

and then Select line items in quote.

Screenshot 2023-08-21 at 7.20.07 PM.png

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Check out this article for more information on Invoicing Line Items from a Quote

 

 

Additional Information

Want more clarity for your customer that the invoice is for a deposit for the job?

Try creating a custom Email Template or a new Document Theme if you have special terms you would like to share with your customer, or if you would like to give the invoice a unique title or heading e.g. Deposit Invoice. 

 

Custom Email Template: 

 

Screenshot 2023-08-21 at 7.30.28 PM.png

 

Custom Document Theme: 

Screenshot 2023-08-21 at 7.27.30 PM.png

 

 

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