Will it be possible to capture the deposit on the quote of the client, before creating the invoice. When you create the invoice the deposit can be pulled through and reflecting on the invoice.
Work flow: Quote > Receive deposit > Do work > Invoice > Final payment
In this way you can capture the deposit immediately on the quote, when the client pays his deposit and instead to wait until the invoice is generated. You can only generate invoices after the work is done and might forget to capture the deposit. The client will also receive his receipt for the deposit later because now you can only capture when invoices are generated.
Thank you and may you have an outstanding day
@Accounts, I think I hear what you’re saying. What I do after I get an approval for an estimate, I turn that into an invoice and set the date to coincide with the estimated start date for the job. If I require a deposit, I make that clear in the estimate, then record a payment o to the invoice. At the end, I’ll get the final payment, record it, then send the final invoice for the customer to review and sign. That way they see all the payments they’ve made and review the work that was done before signing off to end that work contract. I have a comment section on the final invoice which refers back to the original estimate/quote/etc just to cover my rear. Check out my current example below.
Why can’t deposits be made with credit or debit. It only let’s you pay the full amount. Can this be changed?
The ability to record a deposit payment would definitely be a good idea.
Please consider the deposit payment option