Skip to Content
InvoicesDeposit Invoices

Deposit Invoices

Create deposit invoices from estimates to collect an upfront payment before work starts.

ProThis feature requires a Pro subscription ($19/month). Compare plans

Deposit Flow

  1. Start from an estimate.
  2. Create a deposit invoice using a percentage amount.
  3. Send and collect the deposit payment.
  4. Convert the estimate to a final invoice.
  5. The final invoice includes a negative credit line for the paid deposit.

Key Rules

  • Deposit invoices are created from sent or accepted estimates.
  • Paid deposits are credited automatically when converting to a final invoice.
  • Deposit invoices are tracked separately from standard invoices.
  • Editing a converted final invoice preserves the deposit credit line.

Where to Configure Defaults

Go to Settings > Deposit Settings to set your default deposit percentage.

Last updated on
Late FeesChange Orders