Add a Deposit to an Invoice

Collect a deposit on an invoice without affecting totals, tax, or balance calculations—ideal for commissions and split payments.

Written by Kalila Richards
February 3, 2026

Overview

You can now add a deposit to an invoice to collect partial payment upfront while keeping a single invoice number for the full sale.

Deposits appear as line items on an invoice. They are not taxed but can be applied as payments toward the invoice over time.

This is especially useful for commissioned works, large projects, or any sale that requires a deposit and a later balance payment.

Open video in Loom

Step 1: Open or create an invoice

Navigate to Invoices, then create a new invoice or open an existing one.

Step 2: Add a deposit

Towards the middle of the invoice, locate the Deposit section.

You can enter the deposit in one of two ways:

• Dollar amount (for example, $2,500)
• Percentage of the invoice subtotal (for example, 50%)

Step 3: Review the invoice totals

The invoice totals will remain unchanged:

• Subtotal and tax stay the same
• The full invoice total still reflects the total sale amount.

The deposit will appear separately as Deposit Amount Due.

Step 4: Send the invoice and record payments

Once the deposit is received, it is applied to the invoice. When the balance is paid later, it will be reflected automatically without creating a second invoice.

How Deposits Appear on the Invoice

On the invoice PDF and preview:

• The deposit appears as its own line
• Payments made toward the deposit are listed in the payment history
• Once fully paid, the Deposit Amount Due updates to $0.00

Common Use Cases

• Commissioned artworks that require one invoice number for accounting
• Large sales where clients pay 50% upfront and 50% on delivery
• Projects with milestones, where payments are collected over time
• International or institutional clients that require deposits before production begins

❓ FAQs

Q: Does the deposit affect the invoice total?
A: No. Deposits are tracked separately and do not change the subtotal, tax, or total.

Q: Is tax applied to the deposit?
A: No. Tax is calculated only on invoice line items, not deposits.

Q: Can I use a percentage instead of a fixed amount?
A: Yes. You can enter a percentage of the invoice subtotal, such as 50%.

Q: Can I remove or change a deposit?
A: Yes. You can remove or update the deposit at any time before or after sending the invoice.

Q: Does this replace the need for multiple invoices?
A: For many commission workflows, yes. Deposits allow you to collect split payments while keeping one invoice number.