Proforma Invoice Template

How can we create a Proforma Invoice Template which requires a 50% deposit from a customer. How can we add this 50% on to the balance owed by the debtor?

1 answer

Peter Connor Staff August 11, 2014

Hi Sorry for the delay with this 
If the deposit is non-refundable, the easiest way to record it it to create a standard Invoice and record a partial payment against it.
If the deposit is refundable, you could do the same as above, but afterwards create a credit note for the deposit amount so that the deposit is still considered a liability.  You could then delete the credit note when the final payment is received and work is completed.
Hope that helps


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