How to Create Invoices that Include Deposits and Final Payments in QuickBooks
Published 04/30/2011 | 
I was Google searching my question and came upon your website. I am a computer trainer, certified in many products….but, not QuickBooks. I recently did some QuickBooks training for a client who is an Interior designer. She would like to include DEPOSITS required on her invoices to customers. Her question was, if I am selling a chair for $1,000.00 I require full payment or DEPOSIT, but if I am selling a rug on the same invoice, I would require a 50% deposit on the rug. So, her deposits and amounts vary. She invoices her customers by ROOM, so living room may have 20 items, hallway may have less, bedroom, etc. If Invoicing is NOT the way to do this, what is? Also, what is your fee for answering this question? It may be simpler to deal directly with her….Any assistance is greatly appreciated!
I think group items might be your best bet. Create two items, one for the initial deposit and one for the final payment, and combine them into a group item which can be used on an invoice. Just make sure to select the Print items in group box so they’ll both show up on the invoice.
She might even want to group items for living room, hallway, etc. especially if many of the components are the same.
This article is provided for informational purposes and is not intended to be construed as legal, accounting, or other professional advice. For further information, please consult appropriate professional advice from your attorney and certified public accountant.
Written by +Ruth Perryman, CMA, CFE, CFM, MBA
Ruth is the president of The QB Specialists, an Intuit Premier Reseller that offers huge savings and expert advice on QuickBooks POS and QuickBooks Enterprise. She is an Advanced Certified QuickBooks ProAdvisor and a member of Intuit’s Trainer/Writer Network. She is also certified in QuickBooks POS and QuickBooks Enterprise and has provided expert QuickBooks help to thousands of businesses all over the world since 1996.
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I have created invoices on QB for sponsorships, checks have come in and I deposited at the back, how do I connect these 2, I am see douple amounts – please help
Hi Eleni,
You need to receive the invoice payments in Customers > Receive Payments. Once you do, you can select them from the the undeposited funds list when you go to Banking > Make Deposits so that your QuickBooks deposit matches your bank deposit.
Ruth