Creating down payments



You can easily add down payments to your invoices. This is useful if you need your customer to pay you a deposit on your invoice immediately, such as before starting work on a project. You can set up a down payment for a single invoice, or split the down and final payments into two separate invoices.
 

Enabling down payments on invoices

1. Go to the Invoices tab.
2. Create a new invoice as normal, including your customer, products/services and payment terms.
3. Enable a down payment by clicking on Down payment on the right-hand side of the screen. 




4. Click on the Edit down payment request link which is now on your invoice to open a pop-up window where you can set the down payment total, the down payment due date, whether or not to include prorated VAT (i.e. distributed proportionally), whether you want to send your down payment on the same invoice or with a separate advance invoice, set a project name, and whether to set the down payment as a percentage of the total, or as a specified amount.



5. Click Save to add the down payment to your invoice. The down payment and total due after down payment, along with the due date for the down payment, will now be visible on the invoice after the Total amount due.



6. Click Approve and send to approve your invoice for sending. Select whether you want to send you advance invoice only, or both invoices at the same time.

 

Please note:

  • Down payments are only available on our Premium plans Pro and above.
  • When separating your down payment into two invoices, the issue date will be the same for both invoices even if the due dates are different.
  • After approving your invoice(s), you will see a separate invoice image preview (e.g. Advance invoice, Final invoice) for each down payment invoice.
  • Once your customer has paid the down payment, the invoice status will be set as Sent. You can only mark your invoice as Paid after the remaining amount has been paid.
  • Once you’ve set up your down payment and approved your invoice, it will receive the next number in line with your invoice numbering sequence. If separating your down payment over two invoices, the advance invoice will receive the next invoice number, and the final invoice will receive the subsequent invoice number in line with your invoice numbering sequence.
  • When sending the advance invoice as a separate invoice, the final invoice will not be sent at the same time. It will need to be sent separately from in Invoices tab.




Last Updated: Oct 09, 2019 11:43 AM

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