How can I include a line for deposits on my invoices. I'm on the Self Employed QB

Adding a particular field for a deposit on the invoice in QuickBooks Self-Employed (QBSE) isn't an option. A few ways to reflect the payment to their current invoice is by adding a new line item for the payment you received or creating a separate invoice for the service and manually marking it as paid, Carlavail. I'll show you how:

Option 1: Deduct the total invoice by including the payment from the client.

1. Go to the Invoice menu and click on the Create Invoice button.
2. Select + Add product or service to add the service.
3. Enter the service name, description, amount type, and amount.
4. Create a new item. You can name it as a deposit or any other suitable name. Enter the paid amount as a negative value to deduct the total invoice.
5. Click Save or select Email to send this to your client directly.

Option 2: Create a separate invoice for the service and manually mark it as paid. Here's how:

1. Create an invoice for the invoice only.
2. Go back to the Invoices menu and find the invoice. Then, click the drop-down arrow in the Action column.
3. Select Mark as paid. Once done, you can send it to your client.

Additionally, you can easily include a deposit when creating an invoice using QuickBooks Online. This feature helps you record and track any upfront payments or deposits by your customers.

I have an article for you on how to carefully organize your transactions, including categorizing them: Organize transactions.
 
Do you still need assistance with invoices? Please don't hesitate to tap me only shoulder. I'll be around to help you further.