Deposits (BETA)

In some cases, you might require a deposit (or advanced payment) from your customer after you have created an Estimate or a Sales order.

Creating the Deposit

You can create a Deposit directly from an Estimate or a Sales order. This option can be found in the Actions button:

Once you click on Deposit, select the percentage amount for advance payment and click on Create:

Then save the Deposit Invoice:


Add the payment by clicking on "Add payment" and then select the payment method, just like in a regular invoice:

You will find your Deposit invoice in your Invoice list:

Creating the final invoice

Once you are ready to invoice your customer, the deposit will be applied automatically as a line item of the invoice:


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