Welcome to the Community, Saja.
I appreciate you giving out details of your concern. Let me share some insights about your ways of creating a customer invoice in QuickBooks Online (QBO).
The first three steps you shared were correct. However, in recording the downpayment of your customer's invoice, you can record a retainer item that you can add to their invoice to serve as their partial deposit of your product/service. Let me guide you on how:
First, create a liability account in your Chart of Accounts.
Then, create a retainer item. Here's how:
- In your QBO account, go to the Gear icon, then select Products and services.
- Click on New.
- From the Product/Service information panel, select Service.
- Enter a name for the new product or service item (for example, Retainer).
- From the Income account dropdown menu, select the liability account created in Step 1.
- Select Save and close.
For detailed steps, kindly visit: Record a retainer or deposit.
Once ready and done, you can then proceed to send out your customer's invoice.
Moreover, I'll also share this article that can serve as your reference if you want to learn how to adjust and delete sales tax payments in the tax center: Manage sales tax payments in QuickBooks Online.
Feel free to leave a reply if you require further assistance with managing your invoices in QuickBooks. The Community team always has your back. Have a good one!
