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Reports and accounting
Hello there, Aura Design.
We cannot directly apply a deposit to an estimate. Instead, you'll need to convert the estimate to an invoice. Then, you can add the deposit amount. Here's how:
- Open the estimate and click the Create invoice button.
- In the Invoice page, click the Gear icon in the upper-right corner.
- Under the Customize what you see here section, mark the Deposit box.
- At the lower right of the Invoice page, enter the deposit amount in the Deposit field.
- Click Save and close.
You can also use this article to know more about estimates and invoices:
I'll be around if you have more questions about this.