How to add a deposit request?

You can add a deposit to an invoice to request an upfront payment from your client before starting work:

1. Click Invoices in the left sidebar and open the invoice you want to add a deposit to (or create a new one).
2. Click Edit to open the invoice editor.
3. In the totals section below the line items, find the Deposit row.
4. Enter the deposit amount in the input field. This is a dollar amount that will be subtracted from the invoice total to show what is due upfront.
5. The invoice auto-saves, or click Save to apply the changes.

The deposit amount appears on the invoice your client receives, showing them the upfront amount required. The remaining balance is what they will owe after the deposit is collected.

On the Mobile App

1. Open an invoice or create a new one from the Invoices tab.
2. Scroll down and tap More Options.
3. Tap Deposit and enter the deposit amount.
4. Tap Done to apply. The deposit amount shows in the invoice totals.

The deposit amount appears on the invoice your client receives, showing the upfront amount required.