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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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