INTENDED SEARCHES: deposit invoice, deposit payment, deposit status, remaining balance
Deposits can affect what is due before the full job or project is complete.
Typical flow:
1. Deposit is set on the estimate, package, or line item if required.
2. Customer pays the deposit.
3. Deposit status is tracked.
4. Remaining balance is billed later according to the billing workflow.
Before recording or reviewing deposit payment, check:
- Deposit type.
- Deposit amount or percentage.
- Deposit status.
- Amount already paid.
- Remaining balance.
- Related invoice or estimate.
Why this matters:
Deposits must be tracked carefully so the customer is not overcharged or undercharged.
Support note:
If you cannot find the option, cannot save the record, see different fields, or receive an error, contact support with the page, record name or number, what you clicked, what happened, and a screenshot if possible.
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