How to invoice a deposit and deduct it from the final bill

Open the booking or stay, click View deposit in the Deposit section, then click Generate invoice.

An invoice is created with a single line for the deposit and nothing else, and it opens straight away so you can send or download it.

Go to Payments and open the Deposits tab. Every deposit you've taken is listed here, whatever stage it's at.

Any deposit without an invoice yet has a Generate invoice action next to it, so you can work through them in one place.

A deposit invoice behaves exactly like any other invoice. Send it, share it, and mark it as paid when the money lands.

Marking it as paid is the important step, that's what makes the deposit count against the booking later.

The Deposits tab has filters across the top so you can see just what you need.

• No invoice yet, deposits you've agreed but not yet billed.
• Draft and Sent, invoices raised but not yet paid.
• Paid, deposits that will be deducted from the final bill.
• Voided, deposit invoices you've cancelled. These can be invoiced again.

The Deposit section on the booking always shows where things stand: no invoice yet to begin with, then the invoice status once one exists, along with the invoice number.

When it's time to bill the work itself, create the invoice the way you always do, from unbilled work, a one-off invoice, or automatic billing.

The booking is listed at its normal full price, exactly as if there were no deposit.

If the deposit invoice has been marked as paid, the final invoice shows the full price and then a separate deduction line for the deposit already paid, so the client only owes the balance.

If the deposit invoice has not been paid, no deduction is applied and the booking is billed in full. Mark the deposit invoice as paid before creating the final invoice if you want it taken off.