This article guides you through creating a deposit invoice, a feature designed for efficient management with automated calculations, available with the Business Package.
Adding a Deposit Invoice from a Quote
First Method:
Go to Invoicing > Deposit Invoices > Add a deposit invoice from a quote.
A popup window will appear, allowing you to search for the quote.
Second Method:
From a quote, click on the flat key at the top right > Create a deposit invoice. In the popup window that appears, choose whether you want the down payment to be a percentage or a fixed amount.
For example, a 30% deposit has been chosen, and an automatic calculation is proposed. Click the Create button to generate the down payment.
⚡ Note:
The deposit invoice contains linked elements enabling automated calculations. Changing prices or adding products could alter the automatic calculations. Please be on the lookout for any changes and adjust them manually if necessary.
Don't forget to change the status of the deposit invoice to "Paid" once payment has been received so that the automatic calculations can be set up.
You can create a new deposit invoice or create a balance invoice from this deposit invoice. If you click on Create balance invoice, the document will be generated with the elements of the paid deposit invoice.
If you click on Create balance invoice, the document will be generated with the elements of the paid deposit invoice.
2. Adding a Deposit Invoice (Blank Page)
To add a deposit invoice manually: Go to Invoicing > Deposit Invoices > Add a deposit invoice. Select the client details and fill in the invoice.
Read more: