How to show a deposit on an invoice

I’m very new to quick file and running a business (sole trader)
I’ve just taken my first deposit but don’t know how to show it on the invoice.
I don’t send the client an invoice. I just have it so it shows up as a payment in quick file if that makes sense.

Thank you.

If you’re using a bank feed then when the deposit payment comes in you can tag it as “payment from a customer”, then “pay down multiple invoices or assign to client account”, and enter the name of the customer. This will hold the deposit as a “prepayment” assigned to that customer.

When you want to issue the final invoice you make it our for the full amount including the deposit, but before you send it to the client you would do “log payment” → “apply from credit”. This will use the deposit prepayment to partially pay off the invoice, leaving just the final balance outstanding.

When the customer pays the balance you’d again need to use the “pay down multiple invoices” tagging option to assign the part payment to the invoice, leaving it fully paid.

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Thank you, Ian. I will have a play and see what I can work out.

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