Deposit request indicates your client to pay a sum of your invoice advance. This helps you to get started and indicates your client is interested in your service.
PLEASE NOTE: Deposit request are enabled for invoices, not for estimates or quotes. The feature isn't available after you add a payment.
Deposit request appears as a notice on your invoice:
MOBILE APP
Create or edit an invoice
Scroll down to Deposit Request to turn it ON
A new screen appears. You can add
- deposit type: Percentage or Flat amount
- sum in % or in you currency
- Due dateSave the request
Now the deposit notice appears on your invoice
WEBSITE
Create or edit an invoice
Look for Add deposit request under the Total field
A window appears. You can add
- deposit type: Percentage or Flat amount
- sum in % or in you currency
- Due date
Save the request
Now the deposit notice appears on your invoice
Cash receipt for a deposit
Do you want to create a cash receipt? Read more about how to create a receipt for a deposit.
Delete a deposit request
Edit the invoice with the deposit request. Scroll down where it says Deposit request > , you will see the actual deposit amount there. Click on it. A new window appears. Click on Cancel this request.