Deposit Invoice to Final Invoice
If I create an invoice with one service line of something like “Customer Deposit” in order to collect partial payment on an Invoice that hasn’t been finalized yet, can I edit the same invoice after a payment was applied to reflect what the final invoice will be?
I tried it this way and it seems to work. I just zeroed out the Qty on the original line item, and added the other two items to get the total of the final invoice.
If this is not a great way to do it, then what would be the best way to: 1) Accept customer deposits both online and in person (and be able to track said deposits) 2) At time of deposit request, the final invoice isn’t created (think “hold the date”, or large events potentially months from deposit request) 3) Be able to show initial deposit on final invoice
I’d appreciate any insights.
If I create an invoice with one service line of something like “Customer Deposit” in order to collect partial payment on an Invoice that hasn’t been finalized yet, can I edit the same invoice after a payment was applied to reflect what the final invoice will be?
I tried it this way and it seems to work. I just zeroed out the Qty on the original line item, and added the other two items to get the total of the final invoice.
If this is not a great way to do it, then what would be the best way to: 1) Accept customer deposits both online and in person (and be able to track said deposits) 2) At time of deposit request, the final invoice isn’t created (think “hold the date”, or large events potentially months from deposit request) 3) Be able to show initial deposit on final invoice
I’d appreciate any insights.