A job doesn’t have to wait for completion to collect money. Request Deposit opens a deposit invoice pre-filled with percent quick-fills pulled from the source bid. Once a job carries more than one invoice, for example a paid deposit plus the final work invoice, View Invoices opens the full list instead of trying to guess which one you meant.
- Open the deposit request.
- Use a percent quick-fill from the source bid.
- Create the deposit invoice.
- Open the invoice list on a job with more than one invoice.
Deposits and invoices: deposit request with bid-based percent quick-fills, and the multi-invoice list for a job carrying a deposit plus a work invoice.