⚠️This feature is available for converted Cost Plus jobs. You can create a deposit invoice while the estimate is locked. Deposit invoices are in addition to the job total. Apply the deposit as a credit against a client invoice to keep your job totals accurate.

ℹ️ On a Fixed Price job? See this article. 

Deposit invoices are created through the standard client invoice workflow, resembling an itemised cost invoice. To create a deposit invoice, navigate to Jobs > select the relevant Job > Job Financials > Client Invoices, then click .

A new draft deposit invoice will be created.

Click  to set the issue date, linking to a specific date or a schedule item and ensure you have the correct Xero/QuickBooks contact. Scroll to Invoice Items and click  to enter your new invoice item, QTY amount, Price Ex GST and choose to Save Draft, Save and Schedule or Save and Send. Save and Send will push the invoice to your accounting software as a draft, where it can be approved and issued to the customer.

💡You can still collect a deposit directly through Stripe at the point of contract signing.