How to create a deposit invoice from a quote

Before you start

Deposit invoicing works from an accepted quote with a linked job sheet marked done. JobSheet tracks how much of the quote total is already invoiced so you can raise a deposit first and a final invoice later.

Steps

1. Open the quote and confirm it is accepted with a linked job sheet.
2. Complete the job on site and set job sheet status to done.
3. On the quote detail Workflow panel, choose Create deposit invoice.
4. Enter a percentage between 1 and 100 of the remaining balance. JobSheet calculates the deposit amount from the quote total minus any invoices already raised.
5. JobSheet opens the new invoice with scaled line items. Review the title (it includes the deposit percentage) and amounts.
6. Set status to sent or paid when you track payment. Use Create final invoice later for the remaining balance.

Note

Deposit invoices count toward money in on Reports when marked paid, same as standard invoices.

Related guides

• Create an invoice after a job is done
• Confirm a quote and create a job sheet