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Let me help you create the transaction within the Projects section and create a deposit as well, lapin.
First, create an invoice for the total cost in the Project Center. Here's how:
Second, proceed to receiving the payment and enter the amount that equals to the 30% deposit. Please follow these steps:
Then, follow these steps to check how much of the payment has been deposited:
You can also use these articles to get more details on how the Projects feature works:
I'll be around if you need additional help when adding invoices and receiving deposits.
Let me help you create the transaction within the Projects section and create a deposit as well, lapin.
First, create an invoice for the total cost in the Project Center. Here's how:
Second, proceed to receiving the payment and enter the amount that equals to the 30% deposit. Please follow these steps:
Then, follow these steps to check how much of the payment has been deposited:
You can also use these articles to get more details on how the Projects feature works:
I'll be around if you need additional help when adding invoices and receiving deposits.
Thanks for your super quick answer. Unfortunately for me, my subscription doesn't include the projects. I'll find another way to do it.
Thank you for the clarification, @lapin.
Another way of recording the transaction is through an invoice. This can be done by adding the upfront deposit on the line item under the Product/Service.
Before that, create a retainer item and use the item when recording an invoice. You can read this article as your guide: Record a retainer or deposit.
Let me know if you have any other questions. I'm a few clicks away to help. Have a good day!
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