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I am trying to send a invoice but I need to take customers down payment off of total. Can this be done?

 
2 Comments
QuickBooks Team

Re: I am trying to send a invoice but I need to take customers down payment off of total. Can thi...

Hello,

 

I'll be happy to help! Managing your sales is an important side of your business. With QuickBooks Online, you can create professional invoices and send them to your customers in a few easy steps. If you wish to record a down payment while preparing an invoice, you can take advantage of the Deposit feature. To do so, follow these steps:

  1. Select the (+) icon.
  2. Select Invoice.
  3. Select the gear icon on the top right corner.
  4. Check the box next to Deposit and close the side panel. A new deposit field is now available just below the total amount.
  5. Complete the form with the required info.
  6. Select Save and send or Save and close as needed.

To know more about how to create an invoice, check this community article.

 

Let me know if you have any other questions.

Established Community Backer ***

Re: I am trying to send a invoice but I need to take customers down payment off of total. Can this be done?

@h2holloway 

 

It depends on how you recorded receiving the down payment to start with.

Typically you have a liability account for refundable deposits, and a service item linked to that account. You use that service item on a sales receipt to record receiving the deposit.

 

Then when you invoice, list all items being sold, list the deposit item, set the qty to negative one, and enter the amount of the deposit.