{"id":20361,"date":"2025-12-26T12:15:53","date_gmt":"2025-12-26T11:15:53","guid":{"rendered":"https:\/\/www.accountable.eu\/help-center\/how-to-make-a-down-payment-invoice-when-a-client-makes-a-down-payment-do-i-have-to-make-a-down-payment-invoice\/"},"modified":"2026-08-24T17:27:55","modified_gmt":"2026-08-24T15:27:55","slug":"how-to-make-a-down-payment-invoice-when-a-client-makes-a-down-payment-do-i-have-to-make-a-down-payment-invoice","status":"publish","type":"help_center","link":"https:\/\/www.accountable.eu\/en-be\/help-center\/how-to-make-a-down-payment-invoice-when-a-client-makes-a-down-payment-do-i-have-to-make-a-down-payment-invoice\/","title":{"rendered":"How to make a down payment invoice ? When a client makes a down-payment, do I have to make a down payment invoice?"},"content":{"rendered":"<p class=\"no-margin font-inter\">Do you need to collect a down-payment before you start providing services or shipping goods? Here&#8217;s how you can manage your down payments in Accountable, according to your needs.<\/p>\n<p class=\"no-margin font-inter\">\n<h1 class=\"font-degular\" id=\"h_964b7226c3\">1. Creating a down payment invoice and a final invoice<\/h1>\n<p class=\"no-margin font-inter\"><b><i>Example<\/i><\/b>: <i>You need to replace a part on your customer&#8217;s boiler, and you agree with your customer to pay a down payment of 30% of the total value of the service or good supplied.<\/i><\/p>\n<p class=\"no-margin font-inter\">\n<p class=\"no-margin font-inter\">The total is \u20ac1000 and you must therefore issue 2 invoices: <\/p>\n<p class=\"no-margin font-inter\">\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">A down payment invoice for \u20ac300.<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">A final invoice for \u20ac700.<\/p>\n<\/li>\n<\/ul>\n<p class=\"no-margin font-inter\">\u2192 If your customer has already paid you a down payment, you need to create a down payment invoice and a final invoice.<\/p>\n<p class=\"no-margin font-inter\">\n<h2 class=\"font-degular\" id=\"h_ec66abd769\">A. Down payment invoice:<\/h2>\n<div class=\"intercom-container\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/879464762\/fed54c96b04d74e59b26614b\/Capture+d%E2%80%99e%CC%81cran+2023-11-09+a%CC%80+17.23.11.png?expires=1787637600&amp;signature=bf8690b95f001e4049ae07f19d2179be92bda556484ea151364516c09a8c03e9&amp;req=fCcuEs96moddFb4V1XW4gbXfrB%2BuOtkWwXv3QN3hMSA652JZFmNjbVl2PWd%2B%0AhI4m3yRS4SkgMGaqgvLVRBKZyQ%3D%3D%0A\" width=\"1470\" height=\"1208\" style=\"height: auto;\"><\/div>\n<div class=\"intercom-interblocks-table-container\">\n<table role=\"presentation\" style=\"border: 1px solid #c6c9c0; border-radius: 6px; border-collapse: separate; border-spacing: 0;\">\n<tbody>\n<tr>\n<td style=\"background-color: #d7efdc80; padding: 8px;\">\n<p class=\"intercom-align-center no-margin font-inter\">\ud83d\udca1 Don&#8217;t forget to add in the notes &amp; comments that this is a down payment invoice.<\/p>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<h2 class=\"font-degular\" id=\"h_a061dc2687\">B. Final invoice:<\/h2>\n<div class=\"intercom-container\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/879470073\/595f738d57b4fa528c8666a3\/Capture+d%E2%80%99e%CC%81cran+2023-11-09+a%CC%80+17.28.11.png?expires=1787637600&amp;signature=06c23ef7709c16e9fd266e83ddda9d1de2fb8d0a87efe166a4df5529373e8764&amp;req=fCcuEs5%2BnYZcFb4V1XW4gb599WfqtWeMDEhaKTLG27AS93my5fT7PK4O0YFE%0AQmbKip2PuTV0lMczz14jGhdh0w%3D%3D%0A\" width=\"1474\" height=\"1188\" style=\"height: auto;\"><\/div>\n<div class=\"intercom-interblocks-table-container\">\n<table role=\"presentation\" style=\"border: 1px solid #c6c9c0; border-radius: 6px; border-collapse: separate; border-spacing: 0;\">\n<tbody>\n<tr>\n<td style=\"background-color: #d7efdc80; padding: 8px;\">\n<p class=\"intercom-align-center no-margin font-inter\">\ud83d\udca1 Don&#8217;t forget to add in the notes &amp; comments that this is the final invoice.<\/p>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<div class=\"intercom-container intercom-align-center\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/879478257\/81c5ee5312b64f32a740f644\/Capture+d%E2%80%99e%CC%81cran+2023-11-09+a%CC%80+17.36.01.png?expires=1787637600&amp;signature=70e143715b96e3719c35db17bf2966552d405721f3e591ef293cefef03e9c32d&amp;req=fCcuEs52n4RYFb4V1XW4gTcYZXQ1%2BBf6RP1SbZ9T02zCNH94HfsBw3eMuF2k%0Ah9g0wyXWgbf7BUeeCbS6yQfPKg%3D%3D%0A\" width=\"383\" height=\"277\" style=\"height: auto;\"><\/div>\n<div class=\"intercom-interblocks-table-container\">\n<table role=\"presentation\" style=\"border: 1px solid #c6c9c0; border-radius: 6px; border-collapse: separate; border-spacing: 0;\">\n<tbody>\n<tr>\n<td style=\"background-color: #fed9db80; padding: 8px;\">\n<p class=\"intercom-align-center no-margin font-inter\"><b>\ud83d\udea8 You don&#8217;t need to check &#8220;Down payment&#8221; + indicate the amount of the down payment when creating the final invoice, as the down payment would then be counted twice in your income.<\/b><\/p>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<p class=\"no-margin font-inter\">\n<h1 class=\"font-degular\" id=\"h_ed51c65e40\">2. Down payment via quote and invoice<\/h1>\n<p class=\"no-margin font-inter\"><b><i>Example<\/i><\/b>:<i> You need to replace a part on your customer&#8217;s boiler, and you agree with your customer to pay a down payment of 30% of the total value of the service, or you provide the service and decide to create a quote first, with payment of the down payment constituting acceptance of the quote.<\/i><\/p>\n<p class=\"no-margin font-inter\">\n<h2 class=\"font-degular\" id=\"h_5f6cce62af\">A. Quote creation:<\/h2>\n<div class=\"intercom-container\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/879484234\/fa43222f0878fca9362de38d\/Capture+d%E2%80%99e%CC%81cran+2023-11-09+a%CC%80+17.41.59.png?expires=1787637600&amp;signature=50985a6e0c358e881f109ad3392678c3e68c2df50439627b98a1dd961c5a9f4a&amp;req=fCcuEsF6n4JbFb4V1XW4gb5WavF3PLEt8Ba45keZqnP8Ob%2FoarIldwkuUlQi%0A4XEsCDwzxK9NZeMDjYwd9pcuWg%3D%3D%0A\" width=\"1454\" height=\"1174\" style=\"height: auto;\"><\/div>\n<div class=\"intercom-interblocks-table-container\">\n<table role=\"presentation\" style=\"border: 1px solid #c6c9c0; border-radius: 6px; border-collapse: separate; border-spacing: 0;\">\n<tbody>\n<tr>\n<td style=\"background-color: #d7efdc80; padding: 8px;\">\n<p class=\"intercom-align-center no-margin font-inter\">\ud83d\udca1 Here, the amount of the deposit should be indicated in the notes and comments. <b>Be sure to mention your bank account number and the payment deadline.<\/b><\/p>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<h2 class=\"font-degular\" id=\"h_b370d7b82e\">B. Convert quotation into invoice<\/h2>\n<p class=\"no-margin font-inter\"><i>Once your customer has paid you the down payment, you can convert the quote into an invoice.<\/i><\/p>\n<p class=\"no-margin font-inter\">\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Select the quote and click on &#8220;Make it an invoice&#8221;.<\/p>\n<\/li>\n<\/ul>\n<div class=\"intercom-container\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/879488188\/ed7acb6e2153f741ca9ad2b3\/Capture+d%E2%80%99e%CC%81cran+2023-11-09+a%CC%80+17.45.47.png?expires=1787637600&amp;signature=20e27f65a289273f7ff2bb7f2b1f9b4e8f223366a97c79117c1f3e51b73964b0&amp;req=fCcuEsF2nIlXFb4V1XW4gfwKV6NAA9xO5uF5joVeWzQVtG4BheF%2BP1GvWXOi%0ApZ3Rb0YuJJTTu9WmJfojacHMjg%3D%3D%0A\" width=\"2548\" height=\"850\" style=\"height: auto;\"><\/div>\n<p class=\"no-margin font-inter\">\n<p class=\"no-margin font-inter\">\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">In this case, you need <b>to check &#8220;Deposit&#8221; <\/b>on the right side of the screen: <\/p>\n<\/li>\n<\/ul>\n<div class=\"intercom-container\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/879490608\/07c7488137a10315053107bb\/Capture+d%E2%80%99e%CC%81cran+2023-11-09+a%CC%80+17.48.05.png?expires=1787637600&amp;signature=ce3566d28ab793dab25b40a45abc612cd00b9ae0bfc4c17bf0c4b1e431ba16dc&amp;req=fCcuEsB%2Bm4FXFb4V1XW4gc%2FBZeWs2zFQQ4a7L%2BlXYALpYNasXefJkJeYcs7i%0ABjh4PikZcSm0IH8G0DS%2FvKusAQ%3D%3D%0A\" width=\"650\" height=\"245\" style=\"height: auto;\"><\/div>\n<p class=\"no-margin font-inter\">\n<p class=\"no-margin font-inter\">\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Finally, don&#8217;t forget to <b>add the down payment to the invoice:<\/b><\/p>\n<\/li>\n<\/ul>\n<div class=\"intercom-container\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/879492236\/bc6264a00530d3d9bfbddf5f\/Capture+d%E2%80%99e%CC%81cran+2023-11-09+a%CC%80+17.49.44.png?expires=1787637600&amp;signature=6e49eed7dfdcbd314c02de31fcbe06862d904d7d76958b49286942d1e3aab04c&amp;req=fCcuEsB8n4JZFb4V1XW4gRoZmVZ5MlD1r%2BcUvKaNr4aE1Xf2WCHF6iAWtDoO%0AE6i6G8cXszERotsduRvHAZv1Ew%3D%3D%0A\" width=\"710\" height=\"349\" style=\"height: auto;\"><\/div>\n<p class=\"no-margin font-inter\">\n<p class=\"no-margin font-inter\">\n<p class=\"no-margin font-inter\"><b>\u21d2 Here are the steps in video:<\/b><\/p>\n<div class=\"intercom-container\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/886525818\/ceaa27bd14272b4d35afc4c7\/ezgif.com-gif-maker.gif?expires=1787637600&amp;signature=1535dde2e1517c399fe44ff5e7c363605210f1b2b39b388529c4e357367c66ce&amp;req=fCghE8t7lYBXFb4V1XW4gTPEZIuSdjGMz2yaOgqGQSP5%2BfKnKT%2BXq6nuJhi4%0A2qDDEvC1HHS40LCc9o%2FpfHzMJQ%3D%3D%0A\" width=\"890\" height=\"480\" style=\"height: auto;\"><\/div>\n<p class=\"no-margin font-inter\">\n<div class=\"intercom-interblocks-table-container\">\n<table role=\"presentation\" style=\"border: 1px solid #c6c9c0; border-radius: 6px; border-collapse: separate; border-spacing: 0;\">\n<tbody>\n<tr>\n<td style=\"background-color: #d7efdc80; padding: 8px;\">\n<p class=\"intercom-align-center no-margin font-inter\"><b>\ud83d\udea8 If you use the quote, you will have to tick down payment and indicate the amount of the down payment.<\/b><\/p>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<p class=\"no-margin font-inter\">\n<h1 class=\"font-degular\" id=\"h_25c594c7a1\">3. Creation of a single invoice with the down-payment amount in it:<\/h1>\n<p class=\"no-margin font-inter\"><b>Case scenario: <\/b>Your client has paid you a deposit, but you have not issued a deposit invoice or a quote.<\/p>\n<p class=\"no-margin font-inter\">\n<p class=\"no-margin font-inter\"><b><i>Example:<\/i><\/b> <i>A client calls for your photography services for his wedding, and you ask for a deposit without drawing up a quote or a deposit invoice.<\/i><\/p>\n<p class=\"no-margin font-inter\">\n<h2 class=\"font-degular\" id=\"h_94456b9618\">Creating an invoice with down payment :<\/h2>\n<ul>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Create a new invoice<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Check down payment<\/p>\n<\/li>\n<li class=\"font-inter\">\n<p class=\"no-margin font-inter\">Indicate amount of the paid down payment <\/p>\n<\/li>\n<\/ul>\n<div class=\"intercom-container\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/886539561\/4f5922a1db927f1fb50a65f2\/ezgif.com-gif-maker+%281%29.gif?expires=1787637600&amp;signature=99f079e6663bb4f22a77bae855b2012e27cd7acdc63ad971557415b32e96e549&amp;req=fCghE8p3mIdeFb4V1XW4gSryaIpcOzmcqsFKrRBqhsnYxIIUIwbJmX63UfOi%0AO%2Bz%2B%2BqKNBAK7lNNy9c38TJVb3Q%3D%3D%0A\" width=\"890\" height=\"480\" style=\"height: auto;\"><\/div>\n<p class=\"no-margin font-inter\">\n<div class=\"intercom-interblocks-table-container\">\n<table role=\"presentation\" style=\"border: 1px solid #c6c9c0; border-radius: 6px; border-collapse: separate; border-spacing: 0;\">\n<tbody>\n<tr>\n<td style=\"background-color: #fed9db80; padding: 8px;\">\n<p class=\"intercom-align-center no-margin font-inter\">\ud83d\udea8 This method only works if your customer has paid you a down payment, for which you have neither drawn up a quotation nor a down payment invoice. <b>The amount due will thus correspond to the total amount minus the down payment paid.<\/b><\/p>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<p class=\"no-margin font-inter\">\n<hr>\n<p class=\"no-margin font-inter\">If you have any questions, please don&#8217;t hesitate to contact us via chat or by email at the following address: <a href=\"mailto:support@accountable.eu\" target=\"_blank\" class=\"intercom-content-link font-inter\">support@accountable.eu<\/a>.<\/p>\n<p class=\"no-margin font-inter\">\n","protected":false},"excerpt":{"rendered":"<p>This article explains how to manage down-payment in your income.<\/p>\n","protected":false},"featured_media":0,"template":"","help_label":[448,460],"class_list":["post-20361","help_center","type-help_center","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>How to make a down payment invoice ? 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