This feature is only available for PRO Connect or Work Subscribers.
To collect a deposit payment, you must first create an invoice for the customer. The invoice can be created for the full job amount or only the deposit amount. It's really up to you and how you want to run the accounting in your business.
If you want to issue the invoice for the full job amount, you can send it to your customer and tell them they only need to pay the deposit. When you receive the deposit, it will be applied to the total invoice amount, leaving a balance due when you're ready to make the final payment. Note that any payment can be applied to an invoice and will be calculated against the total amount invoiced.
Click here to learn how to create an invoice.
Click here to learn how to create an invoice from a quote.
To collect a down payment:
- Click on the Invoices icon in the navigation bar on the left.
- Click on the Invoice you want to collect the down payment for. Note: You can use the Filter options at the top to easily find the invoice.
- Click the Receive Payment link in the upper-right or under "Balance Due".
- Record the payment amount.
- Click Save Payment Details.