How do I add a deposit to the invoice to be included in the price?

It looks like this is a payment towards the invoice, Vrgsy.

Once you apply the deposit, it will deduct from the price or total amount.

I'll guide you on how to link the deposit to the invoice:

1. Click the New or Plus sign (+) icon.
2. Select Bank deposit.
3. Under Add funds to this deposit, select the customer, then add the amount.
4. Select Accounts Receivable (A/R) under the ACCOUNT column, then click Save and close.
5. Open the invoice, then click Receive payment.
6. Under Credits, select the deposit.
7. Click Save and close. 

Once the customer is ready to pay the remaining invoice amount, you can record the payment. 

Although, if you're trying to add an amount to the invoice, you can open the transaction instead. Then, add more items or services so it'll be included in the final price.

Please get back to us if any questions arises. We're right here to help you. 

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@Kristine Mae wrote:

 

Although, if you're trying to add an amount to the invoice, you can open the transaction instead. Then, add more items or services so it'll be included in the final price.

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Hi @vrgsy 

If you wish to have the deposit on the invoice you will have to be careful how you account for it.  You cannot simply enter it as a negative sale because that will reduce your sales for tax (& VAT) purposes.  It will also leave the customer with a confusing invoice.

QBO doesn't have a built-in Deposit item (I'm sure QB Desktop did) so you will have to create one - but it is not straightforward because instead of the line being booked to Sales (or other sales account) it should be booked to Accounts Receivable.

Personally, I would enter the invoice at full value but with a message saying 'Deposit Received £##, Balance Due = £##).  Enter the Deposit as a partial payment against the invoice & enter the final payment when it arrives.

Hope this helps.

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@paul72 wrote:

 

QBO doesn't have a built-in Deposit item...

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Apologies ... I stand corrected :)

I don't know if I'm being slow but QBO and my app don't have those options when I click on the cog. I don't have a Sales tab anywhere?

I'm here to ensure you're able to find the Sales tab in QuickBooks Online (QBO), @NailedIt23.

We can go to the Account and settings to locate the Sales feature.

Here's how:

1. Go to the Gear icon.
2. Under Your Company, select Account and settings.
   
3. Select the Sales tab.
4. Click the Sales form content edit pencil icon.
5. Turn on the Deposit.
6. Hit Save and then Done.
   

If the issue persists, we can access your account through an incognito window to rule out the possibility of a webpage issue. When you have too much historical data stored in your browser, it can cause issues like recognizing your settings.

You can refer to these shortcut keys to open an incognito window in all supported browsers:

• Chrome: Ctrl+Shift+N
• Firefox: Ctrl+Shift+P
• Safari: Command+Shift+N

If it worked, clear your browser's cache. You can also switch to a different supported browser to see if it has something to do with your browser.

I've added this article to personalize and add specific info to your sales forms: Customise invoices, estimates, and sales receipts in QuickBooks Online.

I'd be happy to see you again here in the Community. We're always here to help if you need assistance with personalizing your forms. Have a good one.