Thanks for posting again on this thread, @Lighthouse24. Let me assist you in achieving this option.
To receive a deposit when sending an invoice. You'll have to use QuickBooks Payments and then send a pay-enabled invoice so your customers can partially pay you for the initial deposit. For detailed steps in setting up your account, please refer to the Step 1 and Step 2 sections in this article: Receive and process payments in QuickBooks Online with QuickBooks Payments.
Once you're ready, here's how to issue the invoice:
- Click the + New button, then select Invoices.
- Pick a customer and enter the invoice date and terms.
- Add the appropriate products and services.
- Select Manage, then select Payment options.
- Turn the switches on for the payment methods you want to use.
- Hit Review and send.
After the customer makes payment, the deposit will automatically recorded in QuickBooks Online (QBO).
Additionally, with QuickBooks Payments, you can request an online estimate deposit by navigating to + New, selecting Estimate, then Enter the required estimate information. Within the sub-total area, select Request a deposit, then Enter the deposit amount and Email estimate.
Furthermore, you can refer to this article for further assistance in determining when QuickBooks will deposit your customer payments into your bank account: Find out when QuickBooks Payments deposits customer payments.
Let us know if you have other questions about managing invoice deposits and payments. I'll be around to help. Have a good day.
