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Peppol deadline: 01-01-2026
00

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Function to add a deposit to a quotation/invoice

BV
26/09/2021
Question

Hello, I am a professional photographer and I always question a deposit for larger projects or weddings.
Could you add an option to request a deposit when creating a quotation?
Please ensure that the amount is deducted from the total price incl. VAT and not 100 excluding VAT, otherwise it will not be correct.

Thank you very much. So far, I am very satisfied from the software.

Hello,

Thank you for your question!

We have received it several times and it now states at the top of our to-do list! So thank you very much for the request, it helps us know where to focus our efforts! The feature will be available soon, I can't give an exact timing yet, but it will be available soon.

Just a quick question for your feedback:

We might start working with advance invoices linked to a project. So in your case, for example, you could work with project.

As an example (purely hypothetical, of course):

Mr Janssens' wedding; 1,000 euros, a project created by you.

You could then create an advance invoice from 400 euros. And via the project, you can just as easily create the final invoice from 600 euros, stating the advance payment already paid, as you yourself mention.

Of course, the project can always be modified (in terms of name and amount).

We would then also create the possibility to allocate your hours to the 'Mr Janssens' wedding project via the time registration. This allows you to check afterwards whether the hours you invested are in line with the price you agreed for the wedding.

Hey!

Thanks for your answer!

I think your idea about "projects" is very good, together with the fact that you can create an advance invoice.
The only thing I would say from a personal point of view is that there should also be an "easy" and quick way to adjust an invoice after the final total. For example, with "already paid" or "advance payment" that is then settled with the total price incl. VAT. Or if you go to a quotation, right-click, generate an advance invoice, enter the amount, and then an extra invoice is generated that is marked as an advance invoice in the header or by means of an icon. And that this is then automatically settled when the final invoice is generated. I hope that was clear enough.

Great!

Thank you very much for your feedback, we can use it :)

Dear Sir/Madam,

Is there any new news about advance invoices?

Thank you in advance!

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