How do you request a deposit on an invoice?

Hi 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: 

1. Click on the Gear Icon, then choose Account and settings.  
2. Go to the Sales tab.  
3. In the Sales form content section, select Edit.
4. Turn on Deposit. 
5. Hit Save, then tap on Done.

Once you've turned the feature on, here's how you can add it to an invoice: 

1. Go to Get Paid & Pay or Sales, then select Invoices.
2. Find the invoice you want to add a deposit to, then click on Edit.
3. Enter the amount in the Deposit field.
4. From the Deposit to dropdown menu, choose Payments to deposit or Undeposited funds.
5. Hit Save and close.

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: 

1. Go to the Gear icon (⚙), then select Chart of accounts.
2. Find the account you deposited the payment to, then select View register.
3. Find and select the correct deposit. Then select Edit.
4. In the Add funds to this deposit section, find the deposit.
5. From the Received From dropdown, select the customer from where the deposit came from.
6. From the Account dropdown, select Accounts Receivable.
7. Click on Save and close.

Then, to apply the deposit entry as an invoice payment:

1. Go to the + New and Receive payment.
2. From the Customer dropdown, select the customer’s name. 
3. In the Payment date field, enter the day you received the payment.
4. In the Outstanding Transactions section, select the invoice you need to mark as paid.
5. In the Credits section, select the deposit.
6. Select Save and close.

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:

1. Click the + New button, then select Invoices.
2. Pick a customer and enter the invoice date and terms.
3. Add the appropriate products and services.
4. Select Manage, then select Payment options.
5. Turn the switches on for the payment methods you want to use.
6. Hit Review and send.

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.

I have Deposits enabled in the settings, but I don't see the below option (copied from one of the replies). I can't see where the initial question of requesting payment on a deposit was actually answered and am looking for the same information. I can see where to apply the deposit, but not any way to send an invoice with the total while only requesting that a deposit be made.

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.

The +Request a deposit feature in QuickBooks Online (QBO) helps you ask for deposits directly from customers, Ravan.

Currently, the +Request a deposit feature is unavailable in QBO. I know that using this feature is efficient in receiving and tracking payments. In the meantime, I suggest creating an invoice if you haven't already and adding a deposit amount as a workaround. This way, you can still manage deposits effectively.

First, let's turn on the deposit feature:

1. Go to the Gear icon.
2. Under Your Company, select Account and Settings.
3. Tap the Sales tab.
4. Click the edit pencil icon on the Sales form content.
5. Turn on Deposit.
6. Hit Save, and then Done.

Then, create or locate the invoice to add the deposit. Here's how:

1. Go to the Sales menu and select Invoices.
2. Select the invoice created or tap the Create Invoice button.
3. Choose the customer from the drop-down arrow.
4. Enter the other information needed.
5. Put the deposit amount in the box.
6. Hit Review and send.

For more details, see this link: Add a deposit to an invoice.

We understand your need for the functionality of this option and would love to hear your thoughts by sending us feedback to our product developers. This way, they can review and consider adding it in future updates.

Here's how:

1. Go to the Gear menu and then select Feedback.
2. Type in your feature request in the description box.
3. Once done, click on Next.

Additionally, you can review the recommended resources below for details on included payments and processing 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 about deposits in QuickBooks. I'm here to help.

Is this only an option for QuickBooks Online? I have enterprise and need to add this to our invoices.

Can this be done in Enterprise?

Requesting customer deposits for an invoice is only available for QuickBooks Online, gbails2002. Allow me to share further input about this matter.

I recognize the efficiency of receiving and keeping track of your customer payments and being able to request a deposit from a customer for an invoice or estimate you've created. However, this ability is unavailable in QuickBooks Desktop Enterprise.

As a workaround, you may consider making an internal agreement with your customer when requesting a deposit for the invoices or estimates being sent.

Then, record these transactions as retainers in QuickBooks Desktop to ensure data accuracy when receiving payments and apply the retainers as payment on the invoice. Doing so will allow the deposits to move into your income account.

For more detailed insights, refer to this guide: Manage upfront deposits or retainers.

Moreover, I'll include these resources to help you track customer transactions and cash flows on your desktop account:

• Get Started with Customer Transaction Workflows
• Track your Cash Flow in QuickBooks Desktop

I'm always available in this thread anytime you require further assistance managing customer deposits and sales transactions. Feel free to leave them in the comments below. Stay safe!

Hi so I am quite confused as to why the ability to request a deposit before work starts isn't available on QuickBooks online. I moved from invoice simple too this as my company is growing but this not being available will make me go back. How in depth this system is its really surprising that this isn't a simple task to achieve. I don't step onto boats without receiving this and am quite frustrated after spending an hour of my time to figure out that I can't. On invoice simple I could do it with ease and receive my deposit and it'd subtracted from the total. If there is a way please tell me without having to go through 15 different hoops every time I am trying to get a job started. 

I see the the significance of this feature in managing your invoices and business requirements, Robert.

We value your insights and valuable feedback on this product feature. The previous suggestions regarding the ability to request deposits on customer invoices and then deduct those deposits from the total balance have been duly noted. Be assured that our developers are continually assessing the feasibility of this feature and its potential benefits for our users. The product development team is consistently working to improve the application based on user feedback.

Your input helps us prioritize features that align with your business needs. Here's how you can submit feedback to our product engineers to have this applied to upcoming updates:

1. Go to the Gear icon.
2. Select Feedback.
3. Enter a brief description of your product suggestion.
4. Click Next to submit feedback. 

You can track the status of your feedback and find recently updated ideas on our website: Customer Feedback for QuickBooks Online.

Additionally, you might want to visit our QuickBooks Blog for the latest innovations and product news.

I'd also like to share this article that you can refer to in the future. Feel free to access it anytime: How to use payment links in QuickBooks Online.

The Community is available to help you if you have more concerns about adding deposits to invoices. If you have any further questions, don’t hesitate to reach out by replying to this thread. We'll be eager to assist you again.

OMG they can't even include deposit automatically. So you must first charge deposit then record it? That's dumb