Adding Deposits to Invoices

Add deposit payments to your invoices, create receipts for these deposits and display the remaining, outstanding amount on your invoices.

If you need to record a deposit payment for an invoice you have created, it’s easy to add and track the payments you have received for your invoice.

Deposits (and part-payments) can only be added to invoices which have been sent.

If you want to display a deposit that has been paid and you haven’t yet marked your invoice as sent, click the ‘mark invoice as sent‘ link. (You’ll still be able to email, download and print this invoice.)


Adding a deposit payment to your invoice

  1. Once marked as sent, the payment overview is displayed. Click the ‘Add a Payment‘ button



  1. The add a payment window will open, enter:
    • The amount of deposit you have received.
    • The date you received the payment (optional).
    • Any notes you want to track about the payment (optional).


  1. Click ‘Add this payment
  2. The payment you entered will be logged, and the outstanding amount updated.

Any payments you enter will be displayed with the adjusted total on your invoice.

If the payment isn’t showing on your invoice after entering a payment, you might need to check the ‘Show payments received‘ option within the display settings (accessed from the ‘Invoice display‘ button).


You can also send your customer a receipt for deposit payments you have received. See how to send a receipt for payments received for more details.

Last updated: 19th December 2014

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