Note: Deposit requests only work on invoices - not on quotes or estimates. You can't add a deposit request after a payment has already been recorded.
Mobile app
Open or create an invoice
Scroll down to Deposit Request and toggle it on
Choose your deposit type:
Percentage - e.g. 30% of the total
Flat amount - a fixed amount in your currency
Enter the deposit amount and set a due date
Tap Save
The deposit notice will now appear on your invoice.
Web
Open or create an invoice
Scroll down below the Total field and click Add deposit request
Choose your deposit type:
Percentage - e.g. 30% of the total
Flat amount - a fixed amount in your currency
Enter the deposit amount and set a due date
Click Save
The deposit notice will now appear on your invoice.
Delete a deposit request
Open the invoice with the deposit request
Scroll down to the Deposit request section and click on it
In the window that appears, click Cancel this request
Tip: If you want to issue a cash receipt for a received deposit, see Cash receipt.
Didn't find what you were looking for? Contact our support team, and we'll sort it out for you.