A deposit allows you to ask for a portion of your invoice to be paid upfront before the rest of the balance is due. Deposits are useful if you need to collect prepayment or secure funds before the work can begin.
A flat or percentage-based deposit can be requested on your invoice using the below steps:
Select the Invoices section
Then select the New Invoice button to create a new invoice, or select the pencil icon over any existing invoice to edit it
Under the Amount Due, select Request a Deposit
In the Request a Deposit pop-up, choose between Percentage of the invoice of value, or Flat Amount
Select Add Deposit to confirm
Once added, your invoice will reflect the Deposit Due
Save or Send the invoice to finish. The client will be required to pay the full deposit amount when using online payments.
Deposits can be deleted by hovering over the right side of the deposit amount and selecting the trash can icon.
Client View of Deposits
When your client views the invoice, a banner at the top of the invoice will display Deposit Due:
When the deposit has been paid, the invoice status updates from Sent to Deposit Paid:
