Create a Deposit Invoice

If you've generated a Deposit Invoice it will be vital to have a Deposit Invoice to display the information to your client properly.

Getting Started

Setup required before use	Who can use it?	Where is it?
Create a deposit	Administrator System Administrator	Administration tools > Document Templates

Template 1 > Create the initial deposit invoice template

This Invoice will simple state that it's a deposit, which is slightly different to your regular invoice template.

Complete the following steps

1. Create or Copy an Invoice Template, name it Deposit 1.
2. Select Edit Bookmarks.
3. Apart from the Invoice Recipient and standard bookmarks that you would have on your regular Invoice, you just need the Invoice Total$, Invoice Tax Total$ and Invoice Total Incl Tax$. See if they're already listed on the right hand side. 
4. Remove the FEE DETAIL TABLE.
5. Next. Finish. 
6. Select Open Word Template.
7. Word the document template

Template 2 > Create the follow up invoice template

This second template is designed to display that a deposit has previously been invoiced and paid. So if you are invoicing $50,000 and had collected a deposit of $5,000, then this invoice will display that $45,000 is due. The actually calculation is exactly the same of your regular invoice in terms of what was 'previously billed' which in this case is the deposit, so it's really just about the text that is displayed around these figures.  

Complete the following steps

1. Create or Copy an Invoice Template, name it Deposit 1.
2. Select Edit Bookmarks.
3. Add the FEE DETAIL TABLE.
4. Next. The Table Setup wizard will appear and it's here you will notice the fields that appear on your Standard Invoice. 

Want to learn more?

Looking for more help? Try reviewing the following Administration Tools topics: View Topics

Or try reviewing the following Document Templates topics: View Topics

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