Deposit Invoices

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Abbie Marquette

• March 11, 2021 22:11

Hi, is there a way to edit the deposit due date on a deposit invoice? 

Thank you 

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  Aaron Horn

  • March 31, 2021 22:57

  Hey Abbie, sorry that your post hasn't seen a response before now.  Yes, you can edit the Deposit Due Date.  It is based on the Deposit Due Date associated with the Quote or Invoice that you're generating the Deposit Invoice report from.  You should see it when you go into the Edit Header menu (pop-up) of the Quote/Invoice.  Reply back if you're not seeing that as an option, or reach out directly.
  

  Aaron Horn
  Consultant (endorsed by Flex)
  aaronjhorn@gmail.com
  615.335.1225

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  Tony Mahmood

  • August 05, 2021 13:45

  A follow up question on deposit invoices.  Most deposit invoice i need to create my customer needs a invoice number associated with the deposit invoice.  Now this might be a pretty general question.  What would be a "proper" way to create such deposit invoice.  Currently the steps that we take are as follows.

  1. Create incremental Invoice under financials in the quote
  2. when the "final" invoice needs to be created, we press the Create invoice button under workflow.  Which then "updates" the current Deposit invoice INV-XXXX under the project tree and pulls all the data from the quote (which we like) but then we need to rename, and renumber the invoice (which we add a -1 to the end of the INV-XXXXX number). and this become the updated and sole invoice under the project tree.  

   

  Is there another way to do this so that the system keeps both invoices, rather than update existing?

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