How to Create Invoice with Deduct the Paid Deposit?

✅ Steps to Follow:

1. Create a payment for the invoice by inserting the amount of the paid deposit.
2. The invoice will change to 'Partially Paid' status, and the 'Amount Due' will show the total after deducting the paid deposit.

Important Setup:

1.⁠ ⁠Location: Setup > Finance > Estimates⁠
⁠- Next estimate Number - this number need same with invoice.
- ⁠Estimate Number Format - format need same with Invoice number format.

2.⁠ ⁠Setup > Finance > Invoices
- Next Invoice Number - this number need same with quotation.
- ⁠Invoice Number Format - format need same with Estimate Number Format.

How to Ensure Quotation Numbers Match Invoice Numbers ?

✅ Steps to Follow:
1.⁠ ⁠Convert Invoice from Quotation:
* Path: Quotation > Quotation Details > Convert to Invoice

2.⁠ ⁠Admin must convert invoices in sequential order.
* For instance, if you have Quotation 001, Quotation 002, and Quotation 003, they must be converted one by one in the same order. If the admin converts Quotation 003 before Quotation 001, the numbering will become inconsistent.

🚫 Actions to Avoid:
1.⁠ ⁠Do Not Convert Invoices Directly from Customers:
* Path: Customer > Customer Details > Invoices > Create Invoice

2.⁠ ⁠Do Not Convert Jobs Directly to Invoices:
* Path: Job > Job Details > Invoice Job

3.⁠ ⁠Do Not Create Invoices Individually:
* Path: Invoice > Create Invoice
* Quick Create > Create Invoice

4.⁠ ⁠Do Not Create Invoices from Expenses:
* Path: Expenses > Expenses Details > Convert to Invoice

5.⁠ ⁠Do Not Edit Quotation or Invoice Number Manually:
* Manually changing quotation or invoice numbers can lead to discrepancies and numbering conflicts.

6.⁠ ⁠Do Not Turn On Online Booking:
* Online Booking automatically converts each booking into a job and a quotation, which can disrupt the manual conversion and numbering process.