Create a deposit invoice when you need to invoice a client for:
- a lump-sum deposit, or for
- a deposit that is a percentage of the quoted amount (the invoice must be based on a quote/estimate).
Creating deposit invoices
You can use the Job Manager to create deposit invoices.
|Create deposit invoices from...|
|Job info screen (Financial tab)||Invoice Manager||WIP Manager (List tab)||Client info screen|
|Invoice based on quote/estimate||YES||–||–||–|
|Invoice with no quote/estimate||YES||–||–||–|