A deposit can be added to an open invoice at any stage prior to it being finalised. This article explains how to add and manage deposits on a customer invoice in Workshop Software.
Step 1: Add a Deposit
- Click on the green + icon located below Balance Due and select Add Deposit from the drop-down menu.
Step 2: Enter the Deposit Details
- Enter the details of the deposit:
- Date received — the system will default to today’s date
- Reference Number
- Payment Type
- Amount received
- Click the green Add button to add the deposit to the invoice.
Step 3: Save the Invoice
- Click the green Save button at the bottom of the page to save the deposit to the invoice.
- You can edit or delete the deposit by clicking the Rubbish Bin icon (delete) or the blue Pencil icon (edit) next to the deposit field.
Multiple deposits can be added to a single invoice.
Good to Know
- Details of deposits will not show under customer payments and will not sync to your accounting system until the invoice is fully processed.
- Deposits can only be added to open invoices — once an invoice is finalised, deposits cannot be modified.
- Always click Save after adding a deposit to ensure it is recorded.