How do request a deposit from a costumer through an invoice?

Good to see your post today, useraveresidentialre.

Are you trying to add a deposit to the invoice? If so, linking them is the way to handle it. 

Here's 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 you apply the deposit, it will deduct from the price or total amount. When the customer is ready to pay the remaining invoice amount, you can record the payment.

You may want to run the Deposit Detail report to review your deposits:

1. Go to Reports, and click the search bar. 
2. Click Customize. 
3. Under Filter, drop-down menu from Transaction Type and search Deposit. 
4. Tap Run report.  
   
   

For additional information on this, I recommend the following articles:  

• Run reports 

• Popular custom reports in QuickBooks Online 

If you're referring to something else, please let me know and I'll be here to continue the help. I wish you have a lovely day ahead.

Hi useraveresidentialre.

Hope you’re doing great. I wanted to see how everything is going about requesting a deposit through invoice that you had the other day. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at any time.

Looking forward to your reply. Have a pleasant day ahead!

I think if this user is anything like me...they are trying to create an invoice (or estimate) to send to the customer in order to REQUEST a deposit. I have read many articles that graze over this detail. I understand that the general process is:

• Select + New. Then select Estimate.
• Select + Add customer and select your customer from the ▼ drop-down.
• Select + Add product or service.
• Then, in the Product or service field, select the ▼ drop-down and choose your product or service.
• Then add the rate, if needed.
• To request a deposit, select + Request a deposit.
• Then enter the Amount.
• The payment methods for the deposit will display in the Ways to Pay section.
• To edit, turn on/off the switches under Payment methods.
• When you're done, select Email to save and send the Estimate to your customer.

The problem I have with the general instructions above is the step in RED that has zero context as I cannot find "+ Request a deposit" anywhere on my estimate or invoice screen. Kinda the reason I would need instructions. If it were on the screen...I would be able to "select it"

Please help. Again, not trying to APPLY a deposit. I'm trying to send an invoice or estimate that requires a deposit before work can begin. Thank you.

I appreciate you chiming in on this thread and posting your concern, @CleverFoxOnline. I'm here to lend a hand, so you'll be able to request online deposits on your estimates.

For you to be able to request and receive deposits on your invoices and estimates, you'll have to sign up for a QuickBooks Payments account. From there, it'll be easier to request a deposit that customers can pay directly from an estimate.

However, you may still create estimates and manually convert them to invoices in case you don't have QuickBooks Payments or the new estimates and invoices. Please know that this option is exclusive to new estimates and invoices.

Once you've signed up for QB Payments, please follow the steps below on how to create an estimate and request a deposit:

1. Click on + New, then select Estimate.
2. Choose a customer from the dropdown.
3. From the Product or service field, select the dropdown and choose your product or service. Then add the rate, if needed.
4. To request a deposit, select + Request a deposit. Then enter the amount.
5. The payment methods for the deposit are display in the Ways to Pay section. To edit, turn on/off the switches under Payment methods.
6. Once done, select Review and send to save and send the estimate to your customer.

Moreover, I'll be adding this resource for future reference in case your customer is having trouble paying their deposits: What to do if customers can't pay their invoices online.

Please let me know if you need clarification about managing your customer's deposits or if there's anything else I can do for you. I'll be standing by for your response. Have a great day, and stay safe.

I also am having a problem finding the "+ request a deposit". There is nowhere on either the invoice or estimate that you can find the request a deposit button. Also I do have a quickbooks payments account and still do not have the request a deposit function. 

Thank you for posting your concern here in the Community, @henrysamuel.

I'm here to help ensure you can find the + Request a Deposit button on your estimate or invoice.

The + Request a Deposit button can only be seen on the new invoice or estimate layout. If you're using the old one, it's the reason why you can't see the option. In this case, you have to switch to the new layout to see the option. To do so, click the + New button and select Estimate or Invoice. Then, choose Try the new invoices.

If you are already on the new layout and haven't seen the option, let's log in to your QuickBooks Online (QBO) account using a private browser. It's possible that the browser you're using had a data issue, thus causing QuickBooks to act weirdly. To do so, press this shortcut key on your keyboard:

• Google Chrome: Ctrl + Shift + N
• Mozilla Firefox: Ctrl + Shift + P
• Safari: Command + Option + P

If this works, they need to clear the browser's cache so the system can start fresh. If they get the same result while using a private browser, I recommend switching to a different one.

Come back to this post if you have other concerns or follow-up questions about the new estimate or invoice layout. I'll be around to provide further assistance.

I'm following your clear instruction, however I'm not seeing the "+Request a Deposit" option anywhere.  Is this only for certain versions of Quickbooks Online?  There must be a way to handle this more easily?

Thanks

Im not seeing this either!

This is extremely frustrating. It looks like an AI is attempting to answer a question. This is such a basic concept that this run around does not make any sense. So, I am still unable to figure out how to request a deposit from the client before starting a job. I've researched all over for this information, specifically for Quickbooks Desktop - which is supposed to be a more robust program, with NO success. The only option I found was to create an invoice to send it to the client and keep track somehow... Aside from the whole keeping track, which we could use the assistance of excel - how embarrassing! The fundamental issue is that, if I create an invoice to request a deposit, I just turned a liability into an income... 

Hello there.

We don't want you to have this kind of experience when requesting a deposit in QuickBooks Desktop. Let me share some information so you can deposit customer payments into your bank account within minutes.

Before doing so, you need a QuickBooks Payments account to get instant deposits. Once you set up instant deposits, you can request to get funds into your bank account in less than 30 minutes. You can also schedule instant deposits to run automatically for specific days of the week. 

Then, QuickBooks uses your debit card to deposit the money into your checking account. It must be a Visa or Mastercard connected to a checking account at your bank or credit union. Intuit only uses this debit card to facilitate the instant deposit, and any fees will continue to be debited from your regular payments bank account.

Once you process customer payments, you may see your available funds. This balance is the money you can deposit instantly. 

Here's how:

1. Go to Customers, then select Credit Card processing
2. Select Record Merchant Service Deposits
3. Review your available balance in the instant deposit banner.

To get an instant deposit, you may follow the steps below:

1. Go to Customers, then select Credit Card processing
2. Select Record Merchant Service Deposits
3. Choose Get it Fast in the instant deposit banner.
4. Review the total and associated fees in the Confirm Deposit window.
5. When you're ready to initiate your instant deposit, select Get it now.

Within minutes, you’ll see the money in the bank account linked to your debit card. It can take up to 30 minutes depending on your bank. You'll get an email after we successfully deposit the money. For more details, see this article: Get instant deposits in QuickBooks Desktop.

Additionally, feel free to read the recommended resources below. These will provide us with more details about which payments are included in a deposit as well as their processing deposit schedules:

• Common Questions about QuickBooks Payments Deposits
• Find out when QuickBooks Payments deposits your money

You can always come back to our QuickBooks Community forum for other questions or clarifications about getting an instant deposit, I'm here to help. Stay safe.

This is insane LOL.  All of the questions saying the same thing, but nobody on support can even spend enough time to understand the problem, let alone offer a helpful response.  

I'm having the same issue.  I have a customer with an invoice.  I need them to pay 50% of the invoice up front.  I want to send them a link that asks for just 50% of the invoice (or other custom amount), but all I can do is send them the full invoice, which always causes confusion, leading me to explain how quickbooks doesn't allow me to do that.  

Your support staff say this is possible.  Nobody here seems to be able to get it to work.  Please, read this thoroughly, and then answer the question like a real human rather than a robot.

Hi there, @Tenuki.

Allow me to chime in and provide information about sending the customer a link to pay 50% of the invoice through QuickBooks Online (QBO).

Currently, the option to send a link that asks for just 50% of the invoice is unavailable.

I understand the importance of sending the customer for just 50% of the invoice in QuickBooks Online (QBO.) As a workaround, you can record a retainer or deposit once the customer pays 50% of the invoice and turn it into credits.

For now, I recommend sending feedback about it. Your feedback will help us improve your QBO experience and will be shared with our Product Development Team.

Here's how:

1. At the upper right corner, click the Gear icon.
2. Under the Profile, select Feedback.
3. Enter your comments or product suggestions.
4. Then, select Next to submit a feedback.

For more details about the feedback process, you can check this article: Submit Feedback.

I will also include a helpful article that guides you in running reports: Run reports in QuickBooks Online.

Please feel free to drop a comment below, if you have further concerns about the invoice or other QBO-related concerns. I will answer them in any possible way.

The best answer I found was in this video. Skip ahead to the current liability method on this video. He walks you through it.

https://www.youtube.com/watch?v=4X-XuKwnHIM

The best answer I found was in this video. Skip ahead to the current liability method.

https://www.youtube.com/watch?v=4X-XuKwnHIM