How to add a minimum payment due as deposit on an invoice

Let me assist you in converting your estimate into an invoice and requiring only a partial deposit from your client, @hola-plantground.

To do this, you can enable progress invoicing. This will allow you to divide an estimate into multiple invoices and request partial payments from your customers. I'd be glad to guide you through the process.

Follow these steps:

1. Navigate to the Gear icon and choose Account and settings.

2. Open the Sales tab.

3. Under the Progress Invoicing section, select Edit.

4. Toggle on the Create multiple partial invoices from a single estimate option.

5. In the Update your invoice template? window, click Update.

6. Hit Save, then Done.

7. Open your estimate and select Convert to Invoice from the Actions column if it has been marked accepted. If not, Edit it.

8. Click on the dropdown button near Review and send, then Convert to invoice.

9. In the How much do you want to invoice? window, choose Percentage or amount. Then, input 25% as the Percentage and enter the Invoice amount.

10. Hit the Create Invoice button and complete the form. Then, once you're done, select Save and close.

For more detailed information, visit this article: Set up and send progress invoices in QuickBooks Online.

In case you want to accept and record invoice payments, check out this article for more guidance: Record invoice payments in QuickBooks Online.

I'm still ready to back you up if you have any other concerns besides converting your estimate to an invoice. Just add a reply to this thread and I'll be around to help you. Have a great day ahead!

@hola-plantground 

Progress invoicing is not appropriate for customer deposits because progress invoicing records it as income that's associated with the items/products on the invoice.  Deposits should be recorded as a liability on your balance sheet since you still owe the service/products to your customer.

Create an other current liability (OCL) account called 'Customer Deposits'.  Then, create a service product called 'Customer Deposit' and select the newly-created 'Customer Deposits' OCL under 'Income account' in the service product set-up screen.  Then, create an invoice for the deposit and send it to your customer.  That will book the deposit as a liability, not income, which is what you want.  When you perform the work and convert the estimate to an invoice, add the the same Customer Deposit service product to the invoice as a negative amount.  That will reduce the amount due on the invoice and close out the OCL account.