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Deposits

A nice idea would be adding a deposit option to certain invoices so it would show up at the bottom of the invoice near the balance total! At the moment I am sending invoices over to clients then having to email them separatley to notify them of their deposit total.

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Joe shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

7 comments

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  • Brian O'Neal commented  ·   ·  Flag as inappropriate

    I created an invoice field for opportunities and one for projects and use that field to calculate the remaining balance. Works great.

  • Barrett commented  ·   ·  Flag as inappropriate

    Not sure if it is ok to post this much code, but this has worked for us for a while. We have a custom field created for the invoice section of the site and enter and amt paid section. Multiple fields could be created, payment 1,2,3 etc.

    <!-- order tax totals section -->
    <div class="section clearfix">
    <table class="table closing-totals totals">
    {% if invoice.has_discount? %}
    <tr>
    <td><strong>Vendor Disc.</strong></td>
    <td class="align-right">{{ invoice.discount_total | currency }}</td>
    </tr>
    {% endif %}
    <tr>
    <td><strong>Subtotal</strong></td>
    <td class="align-right">{{ invoice.charge_excluding_tax_total | currency }}</td>
    </tr>
    <tr>
    <td><strong>Rental Tax</strong></td>
    <td class="align-right">{{ invoice.tax_total | currency }}</td>
    </tr>
    <tr>
    <td><strong>Total</strong></td>
    <td class="align-right">{{ invoice.charge_including_tax_total | currency }}</td>
    </tr>
    {% assign inv_bal = invoice.amount_paid %}
    <tr>
    <td><strong>Amount Paid</strong></td>
    <td class="align-right">{{ invoice.amount_paid | currency }}</td>
    </tr>
    <td><strong>Balance Due</strong></td>
    <td class="align-right">{{ invoice.charge_including_tax_total | minus: inv_bal |currency }}</td>
    </tr>
    </table>
    </div>

  • Powerhouse Malta commented  ·   ·  Flag as inappropriate

    By right, you have to issue the full fiscal invoice, together with a statement showing any payments already done, and showing remaining balance

  • Jon Howard commented  ·   ·  Flag as inappropriate

    To go off of what Logan said you can even show how much they've paid using liquid syntax.

    {{ invoice.transaction_total | currency }}

    Current offers a free service to customize your document layouts, or if you are comfortable with coding you can do it yourself.

  • Logan commented  ·   ·  Flag as inappropriate

    Use liquid syntax. If your deposit is half, use

    {{ order.charge_including_tax_total | divided_by:2 | currency }}

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