Applying deposits & credits onto an invoice

Paying an invoice with payments already taken

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Written by Ash
Updated over a week ago

When creating an invoice, you may have already taken a deposit on a pre-existing quote, or you may have credits for this customer that you wish to apply to the invoice.

Once the invoice is finalized, you will be able to apply any deposits or credits onto it. See the instructions below for more.

On any invoice:

On an invoice originating from a quote:

If you are turning a quote into an invoice, the process is even easier. Once you mark the invoice is complete, you will be prompted to apply any deposits taken from that corresponding quote.

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