This guide will show how to assign a payment you've taken as a deposit against an invoice.
First, you'll need to take the payment from the client. For a full guide to taking payments, Click Here
Assign Deposit At Invoice Creation
First, create your invoice as normal (If you need a guide to creating invoices, Click Here)
After your invoice is complete, click on Assign Deposit below your line items
In the window that appears, all of the client's independent payments will appear. Check the radio button for the payment you would like to assign, and then click on Done to assign it as a deposit.
Note: Only one payment can be assigned as a deposit to an invoice
The deposit will show as an additional line in the subtotal, and automatically deduct from the total amount due. If you want to change the payment assigned as a deposit, you can click on Deposit to do so. The same window shown above will appear again
If you would like to collect a deposit from your client and send them an invoice at once, here is the workflow
From your Sales dashboard, send a payment link for the deposit amount to your customer
Once the client pays the deposit and you are ready to start their job, send their invoice. When you're creating the invoice, include the full amount including the deposit on the invoice.
Once the payment is taken, navigate to the invoice, and click Assign Deposit
Select the payment you would like to assign and Send the updated invoice.
Can I send the invoice with the deposit listed on a separate line?
To accomplish this, you can save a Product called deposit and assign the price of the deposit upon invoice creation. Click Here for a full guide to Products
Will paying a deposit "mark off" a line on the invoice?
No, even if you have a deposit line listed, paying a deposit will not remove a line item from the invoice, it will subtract the amount from the total due.
I don't allow partial payments on invoices, can I still use deposits?
Yes! In order to do this, you can send a payment link to the client for the amount of the deposit, then assign that payment to the invoice as a deposit
What if a client makes a partial payment on the invoice rather than through the payment link I sent?
In this situation, the result would be the same. Because the client's partial payment would deduct the amount from the invoice total, there would be no need to send additional payment for an invoice. Sending a payment link would not create a charge on the client's account, so they would not be charged double.
Is it possible to undo assigning a deposit to an invoice?
No. There is an additional confirmation screen before assigning to prevent it happening accidentally, but there is not a way for Thryv to disassociate a payment from an invoice.
Can I accept a deposit before sending an invoice?
Yes! Any payment not assigned as a deposit on another invoice can be assigned as a deposit, even if it was taken before the invoice was sent.
Need a guide to assigning a miscellaneous payment to an invoice? Click Here