In some cases, you might require a deposit (or advanced payment) from your customer after you have created an Estimate or a Sales order.
Creating the Deposit
You can create a Deposit directly from an Estimate or a Sales order. This option can be found in the Actions button:
Once you click on Deposit, select the percentage amount for advance payment and click on Create:
Then save the Deposit Invoice:
Add the payment by clicking on "Add payment" and then select the payment method, just like in a regular invoice:
You will find your Deposit invoice in your Invoice list:
Creating the final invoice
Once you are ready to invoice your customer, the deposit will be applied automatically as a line item of the invoice:
