Do you need to collect a down-payment before you start providing services or shipping goods? Here's how you can manage your down payments in Accountable, according to your needs.
1. Creating a down payment invoice and a final invoice
Example: You need to replace a part on your customer's boiler, and you agree with your customer to pay a down payment of 30% of the total value of the service or good supplied.
The total is €1000 and you must therefore issue 2 invoices:
A down payment invoice for €300.
A final invoice for €700.
→ If your customer has already paid you a down payment, you need to create a down payment invoice and a final invoice.
A. Down payment invoice:
💡 Don't forget to add in the notes & comments that this is a down payment invoice. |
B. Final invoice:
💡 Don't forget to add in the notes & comments that this is the final invoice. |
🚨 You don't need to check "Down payment" + indicate the amount of the down payment when creating the final invoice, as the down payment would then be counted twice in your income. |
2. Down payment via quote and invoice
Example: You need to replace a part on your customer's boiler, and you agree with your customer to pay a down payment of 30% of the total value of the service, or you provide the service and decide to create a quote first, with payment of the down payment constituting acceptance of the quote.
A. Quote creation:
💡 Here, the amount of the deposit should be indicated in the notes and comments. Be sure to mention your bank account number and the payment deadline. |
B. Convert quotation into invoice
Once your customer has paid you the down payment, you can convert the quote into an invoice.
Select the quote and click on "Make it an invoice".
In this case, you need to check "Deposit" on the right side of the screen:
Finally, don't forget to add the down payment to the invoice:
⇒ Here are the steps in video:
🚨 If you use the quote, you will have to tick down payment and indicate the amount of the down payment. |
3. Creation of a single invoice with the down-payment amount in it:
Case scenario: Your client has paid you a deposit, but you have not issued a deposit invoice or a quote.
Example: A client calls for your photography services for his wedding, and you ask for a deposit without drawing up a quote or a deposit invoice.
Creating an invoice with down payment :
Create a new invoice
Check down payment
Indicate amount of the paid down payment
🚨 This method only works if your customer has paid you a down payment, for which you have neither drawn up a quotation nor a down payment invoice. The amount due will thus correspond to the total amount minus the down payment paid. |
If you have any questions, please don't hesitate to contact us via chat or by email at the following address: support@accountable.eu.