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redjed
December 20, 2022
Question

Request nonrefundable deposit from customer

  • December 20, 2022
  • 1 reply
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I am sending my customer an estimate and will require a 30% nonrefundable deposit to be made before I order the materials for the job. How do I send the estimate and request payment for the 30%? 

1 reply

Candice C
Candice C
December 20, 2022

Hey, @redjed. 

 

It's great to see you back in the Community! Allow me to share insight into a nonrefundable deposit in QuickBooks Desktop. 

 

It only takes a few easy steps to track and make transactions for your question. Here's how: 

 

  1. Set up an account for upfront deposits or retainers
  2. Create an upfront deposit item. 
  3. Record upfront deposit or retainers you receive. 
  4. Create invoices. 
  5. Apply upfront deposits or retainers to invoices.

 

To learn more about these actions and how to perform them, check out this guide: Manage upfront deposits or retainers. 

 

This should do the trick. Come back if you have any other concerns. Take care! 

J
jasontarry
April 8, 2023

How do you request the deposit if you don't create an invoice until after you receive the deposit? Is the mechanism for requesting the deposit from the customer not an invoice? 

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