Deposits and part invoices
Invoice an estimate in parts — a deposit, milestones and the remaining amount — always adding up exactly.
BD-EST-0042 Accepted
- Progress — how much of the estimate is invoiced.
- A deposit or part — any percentage.
- The remaining amount — what’s left, rounding absorbed.
- Open the accepted estimate
Create Invoice.
- Choose the share
The whole estimate (while nothing is invoiced), a deposit or part, or the remaining amount.
- Review the draft
Every line at that share, each with its own tax.
- Finalize and send
The estimate shows Partly Invoiced, then Converted at 100%.
Deposit due on acceptance
On the estimate, set a deposit — a percentage below 100% or a fixed amount. It shows on the estimate while it’s open. When the customer accepts on the link, the deposit invoice is drafted for your team (as the estimate’s maker) to check and send.
Live invoices can’t take more than 100% of an estimate — checked on the server. Cancelling a part invoice gives its share back. The remaining invoice’s adjustment absorbs rounding, so the invoices add up to the estimate exactly.
Keep going
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