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useraveresidentialre
September 28, 2021
Question

How do request a deposit from a costumer through an invoice?

  • September 28, 2021
  • 3 replies
  • 36 views
No text available

3 replies

C
Charies_M
Level 9
September 29, 2021

Good to see your post today, useraveresidentialre.

 

Are you trying to add a deposit to the invoice? If so, linking them is the way to handle it. 

 

Here's how to link the deposit to the invoice:

  1. Click the New or Plus sign (+) icon.
  2. Select Bank deposit.
  3. Under Add funds to this deposit, select the customer, then add the amount.
  4. Select Accounts Receivable (A/R) under the ACCOUNT column, then click Save and close.
  5. Open the invoice, then click Receive payment.
  6. Under Credits, select the deposit.
  7. Click Save and close. 

Once you apply the deposit, it will deduct from the price or total amount. When the customer is ready to pay the remaining invoice amount, you can record the payment.

 

You may want to run the Deposit Detail report to review your deposits:

  1. Go to Reports, and click the search bar. 
  2. Click Customize. 
  3. Under Filter, drop-down menu from Transaction Type and search Deposit. 
  4. Tap Run report.  

For additional information on this, I recommend the following articles:  

If you're referring to something else, please let me know and I'll be here to continue the help. I wish you have a lovely day ahead.

C
CleverFoxOnline
September 1, 2022

I think if this user is anything like me...they are trying to create an invoice (or estimate) to send to the customer in order to REQUEST a deposit. I have read many articles that graze over this detail. I understand that the general process is:

 

• Select + New. Then select Estimate.
• Select + Add customer and select your customer from the ▼ drop-down.
• Select + Add product or service.
• Then, in the Product or service field, select the ▼ drop-down and choose your product or service.
• Then add the rate, if needed.
• To request a deposit, select + Request a deposit.
• Then enter the Amount.
• The payment methods for the deposit will display in the Ways to Pay section.
• To edit, turn on/off the switches under Payment methods.
• When you're done, select Email to save and send the Estimate to your customer.

The problem I have with the general instructions above is the step in RED that has zero context as I cannot find "+ Request a deposit" anywhere on my estimate or invoice screen. Kinda the reason I would need instructions. If it were on the screen...I would be able to "select it"

Please help. Again, not trying to APPLY a deposit. I'm trying to send an invoice or estimate that requires a deposit before work can begin. Thank you.

    C
    Carneil_C
    Level 6
    September 1, 2022

    I appreciate you chiming in on this thread and posting your concern, @CleverFoxOnline. I'm here to lend a hand, so you'll be able to request online deposits on your estimates.

     

    For you to be able to request and receive deposits on your invoices and estimates, you'll have to sign up for a QuickBooks Payments account. From there, it'll be easier to request a deposit that customers can pay directly from an estimate.

     

    However, you may still create estimates and manually convert them to invoices in case you don't have QuickBooks Payments or the new estimates and invoices. Please know that this option is exclusive to new estimates and invoices.

     

    Once you've signed up for QB Payments, please follow the steps below on how to create an estimate and request a deposit:

     

    1. Click on + New, then select Estimate.
    2. Choose a customer from the dropdown.
    3. From the Product or service field, select the dropdown and choose your product or service. Then add the rate, if needed.
    4. To request a deposit, select + Request a deposit. Then enter the amount.
    5. The payment methods for the deposit are display in the Ways to Pay section. To edit, turn on/off the switches under Payment methods.
    6. Once done, select Review and send to save and send the estimate to your customer.

     

    Moreover, I'll be adding this resource for future reference in case your customer is having trouble paying their deposits: What to do if customers can't pay their invoices online.

     

    Please let me know if you need clarification about managing your customer's deposits or if there's anything else I can do for you. I'll be standing by for your response. Have a great day, and stay safe.

    C
    Charies_M
    Level 9
    October 1, 2021

    Hi useraveresidentialre.


    Hope you’re doing great. I wanted to see how everything is going about requesting a deposit through invoice that you had the other day. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at any time.


    Looking forward to your reply. Have a pleasant day ahead!

    C
    co123
    February 13, 2024

    The best answer I found was in this video. Skip ahead to the current liability method.

     

    https://www.youtube.com/watch?v=4X-XuKwnHIM

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