• Select the Projects tab > select New Project

  • Add your Project details. Project Title and Client are required!

  • Add your Project Service(s) - This will show on your Deposit Invoice as a Project Summary. You can also use the Description to elaborate on your Project.

Billing Schedule

  • Within the Billing Schedule section you can add a Deposit along with Billing Dates.

  • Add your Deposit amount or Percentage.

  • Billing Dates are reminders to bill your Client via in-app notifications. Invoices are not automatically sent out on these dates!

  • Deposits are included within the Project Total. It’s not a separate price.

Select Create Project

You can select 'Go To Project' to immediately begin invoicing the deposit or come back to it later.

Invoice your deposit

  • Go to your Project Page and select the yellow notice “Deposit outstanding: Invoice deposit”

  • Review your Deposit Invoice. Taxes, Notes and Due Date can be adjusted.

  • Send your Deposit Invoice

How to add a Deposit to an existing Project

  • Select the Projects tab > select the existing Project

  • Select Edit Project

Billing Schedule

  • Scroll down to the Billing Schedule section then add your Deposit amount or Percentage.

  • Save Project.

  • Invoice your Deposit by selecting the yellow notice “Deposit outstanding: Invoice deposit” that appears in your Project Page.

What happens after the Deposit is paid?

After your deposit has been paid, it will be subtracted from the subtotal section in your next invoice!

For more tips and options for Deposits, check out our Deposit FAQ

💌 If you have any questions please contact support using the green support button at the bottom right of your Workspace account page or here inside our FAQ center! 💌

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