how to request only the deposit on an invoice while still showing the full amount that needs to be paid

ollie24k · ‎October 28, 2021

We are requesting a deposit from a customer prior to the shipment of product.

This is what we need to do:

Invoice for the complete product
Invoice must reflect 50% deposit
Invoice must then show a balance due

This is not a question about how to apply the deposit payment once received, it is how to correctly invoice. An invoice reflecting the total price; deposit due; and balance is required by our customer.

Thanks!

Rustler · ‎October 28, 2021

Enterprise might be different than pro/premier but I doubt it - so the short answer is you can not do that in QB. In QB an invoice is a final sale, QB does not do what amounts to time payments.

You can create a service item linked to a customer liability account you create for the deposit, and use that on one invoice. I would create an estimate showing the full charges and deposit required and attach that to the invoice.

When you invoice for the order list the items, the deposit item, with a negative one for the qty and the deposit amount,. then the customer pays the balance due

ollie24k · ‎October 28, 2021

Can't thank you enough for replying so quickly - even if it's not the answer I wanted!

I'll pass this along and see if we can make it work using your suggestion.

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how to request only the deposit on an invoice while still showing the full amount that needs to be paid

how to request only the deposit on an invoice while still showing the full amount that needs to be paid

how to request only the deposit on an invoice while still showing the full amount that needs to be paid

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