How do I mark a deposit made on a second final invoice?

nextlevelcakery — Sun, 21 Sep 2025 06:07:43 GMT

I require a "date reservation" deposit for my services. Many times people will reserve a date (make a deposit) without knowing what their total bill will be. When the total is determined, I would like to make note of the deposit already made when I send the second invoice. I previously was marking the original deposit as a "discount" on the second invoice, but I don't think that's the way to do it from a tax reporting perspective. I am not able to make a line item that states "deposit" and put in a negative amount.

Where/How is the best place to note a deposit is made? I am not wanting to show a line item of a lesser amount for services provided.

Re: How do I mark a deposit made on a second final invoice?

MayaP — Fri, 26 Jan 2024 22:09:35 GMT

Hello @nextlevelcakery,- I see this is your first post in the Seller Community, so I'd like to officially welcome you! 🎉👏

On your Dashboard you can click the three dots next the invoice, and select add payment and then record payment. There is a note option there. Would that work?

thread How do I mark a deposit made on a second final invoice? in Payments Troubleshooting

How do I mark a deposit made on a second final invoice?

Re: How do I mark a deposit made on a second final invoice?