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Join nowHi there, @tbp.llc.
Thanks for taking the time to reach out to the QuickBooks Community for support. I hope you've had a great work week.
When you require a deposit from your customer, you can add a deposit field to their invoices. Once you enter a deposit on the invoice, it’ll reduce the total amount and calculate your customer’s balance due. Please make sure you enter it correctly so you can see it in the deposit detail report later.
To use this feature, you'll first need to turn it on. Here's how:
Once you've turned the feature on, here's how you can add it to an invoice:
That should do the trick. For additional details about this process check out Add a Deposit to an Invoice in QuickBooks Online.
Please let me know if you have any questions or concerns. I'm always around to lend a hand. Have a good one!
This is the basic instruction for applying a deposit. The question, instead, appears to be how to invoice the deposit. What is the answer to this?
I can share some information about bank deposits and invoices, @Tiv4.
At this time, you can only link the bank deposit to an invoice. You can go to the register to find the deposit entry in your bank register. Then, apply the deposit entry as an invoice payment.
Here's how to find and edit the deposit:
Then, to apply the deposit entry as an invoice payment:
Refer to this article for more information about receiving bank deposits from your customer and linking them to an invoice: Link a bank deposit to an invoice in QuickBooks Online.
Once you receive payments from invoices, here's how to record invoice payments in QuickBooks Online.
Let me know if you need further information about invoices. I'm always here to assist. Have a wonderful day!
Hello, I’m not sure that any of these responses answered how to receive a deposit when sending an invoice?
Thanks for posting again on this thread, @Lighthouse24. Let me assist you in achieving this option.
To receive a deposit when sending an invoice. You'll have to use QuickBooks Payments and then send a pay-enabled invoice so your customers can partially pay you for the initial deposit. For detailed steps in setting up your account, please refer to the Step 1 and Step 2 sections in this article: Receive and process payments in QuickBooks Online with QuickBooks Payments.
Once you're ready, here's how to issue the invoice:
After the customer makes payment, the deposit will automatically recorded in QuickBooks Online (QBO).
Additionally, with QuickBooks Payments, you can request an online estimate deposit by navigating to + New, selecting Estimate, then Enter the required estimate information. Within the sub-total area, select Request a deposit, then Enter the deposit amount and Email estimate.
Furthermore, you can refer to this article for further assistance in determining when QuickBooks will deposit your customer payments into your bank account: Find out when QuickBooks Payments deposits customer payments.
Let us know if you have other questions about managing invoice deposits and payments. I'll be around to help. Have a good day.
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