Sign up Sign in

How to create a deposit invoice from a quote

· Updated

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.
Create deposit invoice on a computer
On a computer
Create deposit invoice on a phone
On a phone
  1. Complete the job on site and set the job sheet to Done.
  2. On the quote detail Workflow panel, choose Create deposit invoice.
Deposit invoice percent dialog on a computer
On a computer
Deposit invoice percent dialog on a phone
On a phone
  1. 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.
  2. JobSheet opens the new invoice with scaled line items. Review the title (it includes the deposit percentage) and amounts.
  3. 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. Proforma invoices do not.

Try JobSheet free for 14 days

Set up your workspace in about a minute. No card required.

14 Day Free Trial View pricing