Deposit Invoices
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 | – | – | – |