Create a deposit invoice

Organilog makes it easy to create a deposit invoice from a quote.

Thao Nguyen avatar
Written by Thao Nguyen
Updated over a week ago

⚡ This feature is available from Business Package.

Enable Deposit invoicing module

To do this, follow these steps:

  • Go to Settings

  • Click on Modules section

  • Scroll down to the Invoicing section and select "Enable" to "Deposit invoices"

  • Click Save

Create a deposit invoice

1- From the main menu on the left, go to Invoicing and click on Deposit invoices

2- Then click on the button "Add a deposit invoice"

3- Fill in the deposit invoice as you do for a quote or a regular invoice. These modules work the same way

Create a deposit invoice from a quote

  • Open the quote from which you want to create a deposit

  • Click on the "Options" wrench and select "Create a deposit invoice"

  • If you want to fill in a percentage for the deposit:

a - Click on "Filling the deposit as a percentage" (Yellow button at the top center of the deposit invoice page).

b - A small window opens: Enter the percentage of the deposit then click on “Pre-fill the deposit invoice”

  • If you want to enter the amount of the deposit yourself, go directly to the invoice details to edit the amounts for each line

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