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

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