Creating Deposit and Final Invoices

Creating Your Deposit Invoice

Start by creating a Deposit invoice with all your project details:

1. Go to Invoices and click "Create New Invoice"
2. Select "Deposit" as the invoice type

   
3. Fill in all line items, client information, and payment details
4. Set your deposit payment percentage (e.g., 35% of the total)

   
5. Add any notes or terms you need
6. Download the PDF and send it to your client

Creating Your Final Invoice - It's That Simple

Once your Deposit invoice is ready, creating the Final invoice takes just seconds:

1. Navigate back to the beginning of your Deposit invoice (no need to click "Create New Invoice")

   
2. Change the invoice type from "Deposit" to "Final"

   
3. Update the invoice number and dates (issue date and due date) if needed
4. That's it - navigate to the summary step then download the PDF and send it to your client

All your line items, client information, and project details stay exactly the same. InvoicesCraft automatically recalculates the payment amount for you. If you set 35% on the Deposit invoice, the Final invoice will automatically show the remaining 65%.

Why This Works So Well

You only need to enter your project details once. When you're ready to create the Final invoice, everything is already there - just switch the type and adjust the number and dates. No need to re-enter line items or recalculate amounts manually.

Of course, you can still add additional information or make changes if needed, but if everything was set up correctly in your Deposit invoice, you're done in seconds.