Deposits & Parts-Only Invoices

Two kinds of invoices let you collect money before the job is finished: a deposit against the estimate, and a parts-only invoice for parts you're ordering. Both come off the final bill automatically, so the customer never pays twice.

Deposit invoices

Use a deposit for big jobs, special-order work, or a customer you haven't worked with before.

1. On the RO, click Create Invoice → 💰 Deposit Invoice.
2. Check the estimate total shown, and enter the deposit amount.
3. Click Create Deposit Invoice, then send it or take payment like any invoice.

Parts-only invoices

Bill the parts now — before they're ordered, or as soon as they arrive — and leave the labor for the final invoice.

1. On the RO, click Create Invoice → 🧾 Parts Only Invoice.
2. Every billable part is ticked. Untick anything you don't want on this invoice, and choose whether to tax parts.
3. Click Create Parts Invoice.

When you create the final invoice, parts that were already paid show at $0 so the customer isn't charged again.

Changes after the customer has paid for parts

• Freight on a paid part can be added as its own line on the final invoice.
• If you used more or fewer than were paid for, add a quantity adjustment — the final invoice bills (or credits) just the difference.