{"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":"2026-05-07T10:19:23","modified_gmt":"2026-05-07T08:19:23","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\">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\">\n<h1 id=\"h_964b7226c3\">1. Creating a down payment invoice and a final invoice<\/h1>\n<p class=\"no-margin\"><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\">\n<p class=\"no-margin\">The total is \u20ac1000 and you must therefore issue 2 invoices: <\/p>\n<p class=\"no-margin\">\n<ul>\n<li>\n<p class=\"no-margin\">A down payment invoice for \u20ac300.<\/p>\n<\/li>\n<li>\n<p class=\"no-margin\">A final invoice for \u20ac700.<\/p>\n<\/li>\n<\/ul>\n<p class=\"no-margin\">\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\">\n<h2 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=1778241600&amp;signature=6486234b6f20c7406f233ed39fd1aa4bc14e2ad400a8ef5bca63f22a77c71079&amp;req=fCcuEs96moddFb4V1XW4gbXfrBChPt4QwXv3QN3hMSCuLuwCg6MPNw0%2FQQzT%0ASQjNe3UEcOzaZ2bndRHqFPN5AA%3D%3D%0A\" width=\"1470\" height=\"1208\" style=\"height: auto;\"><\/div>\n<div class=\"intercom-interblocks-table-container\">\n<table role=\"presentation\">\n<tbody>\n<tr>\n<td style=\"background-color: #d7efdc80;\">\n<p class=\"intercom-align-center no-margin\">\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 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=1778241600&amp;signature=f39e35ff03634e759b4cf437ddf2ddabe4b435410548fc32396b56973ecf7a17&amp;req=fCcuEs5%2BnYZcFb4V1XW4gb599WjlsWCKDEhaKTLG27Bk%2Bqrd4cky46iKhioC%0A9sD%2Bnm%2Bt8zj%2B9fgZMb2ZMF0Q0A%3D%3D%0A\" width=\"1474\" height=\"1188\" style=\"height: auto;\"><\/div>\n<div class=\"intercom-interblocks-table-container\">\n<table role=\"presentation\">\n<tbody>\n<tr>\n<td style=\"background-color: #d7efdc80;\">\n<p class=\"intercom-align-center no-margin\">\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=1778241600&amp;signature=f0afb1acf62e085a8063b83f04e95e5a0b506626ed2d243ae3c6dc74d552201c&amp;req=fCcuEs52n4RYFb4V1XW4gTcYZXs6%2FBD8RP1SbZ9T02z2YtiKfq42F0cN3KPF%0AEnLF9bpW6wGLrz8FCSN2FuBX0Q%3D%3D%0A\" width=\"383\" height=\"277\" style=\"height: auto;\"><\/div>\n<div class=\"intercom-interblocks-table-container\">\n<table role=\"presentation\">\n<tbody>\n<tr>\n<td style=\"background-color: #fed9db80;\">\n<p class=\"intercom-align-center no-margin\"><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\">\n<h1 id=\"h_ed51c65e40\">2. Down payment via quote and invoice<\/h1>\n<p class=\"no-margin\"><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\">\n<h2 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=1778241600&amp;signature=ce48a6b3e18450a3d69d9ae48be29e60199bfa9b995152ef3ed52d81618fa3de&amp;req=fCcuEsF6n4JbFb4V1XW4gb5Wav54OLYr8Ba45keZqnOjva7qY08qUUuL%2FhKI%0AzwoJr5FpZVypynvFfG0KYPWXUA%3D%3D%0A\" width=\"1454\" height=\"1174\" style=\"height: auto;\"><\/div>\n<div class=\"intercom-interblocks-table-container\">\n<table role=\"presentation\">\n<tbody>\n<tr>\n<td style=\"background-color: #d7efdc80;\">\n<p class=\"intercom-align-center no-margin\">\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 id=\"h_b370d7b82e\">B. Convert quotation into invoice<\/h2>\n<p class=\"no-margin\"><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\">\n<ul>\n<li>\n<p class=\"no-margin\">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=1778241600&amp;signature=c4fd313c944244f67b262c6eea19cd4c8ced37727037a15cccd9ab465f1e1bf5&amp;req=fCcuEsF2nIlXFb4V1XW4gfwKV6xPB9tI5uF5joVeWzSJtUIWIiX1f3hUye88%0Az0ufoN5YT2yt0BRg57eoJ%2FZXxw%3D%3D%0A\" width=\"2548\" height=\"850\" style=\"height: auto;\"><\/div>\n<p class=\"no-margin\">\n<p class=\"no-margin\">\n<ul>\n<li>\n<p class=\"no-margin\">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=1778241600&amp;signature=d46c8658375f8bce8e416305f8f8e75e565201fa264491fa6c0357621daec6b1&amp;req=fCcuEsB%2Bm4FXFb4V1XW4gc%2FBZeqj3zZWQ4a7L%2BlXYAIvTHrg6BEXbZRh2SvB%0A1dlrXFGIlk6EsnmyAQjw8WiQlg%3D%3D%0A\" width=\"650\" height=\"245\" style=\"height: auto;\"><\/div>\n<p class=\"no-margin\">\n<p class=\"no-margin\">\n<ul>\n<li>\n<p class=\"no-margin\">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=1778241600&amp;signature=cdefe185937e34c773bd3a6ae47c72446ad6602b69b78471e24e6cea54e3e096&amp;req=fCcuEsB8n4JZFb4V1XW4gRoZmVl2Nlfzr%2BcUvKaNr4afrDSnaSiBB4%2Bz0E9B%0AXOCyGZ5o06JBGn52CcfsRc9Lpw%3D%3D%0A\" width=\"710\" height=\"349\" style=\"height: auto;\"><\/div>\n<p class=\"no-margin\">\n<p class=\"no-margin\">\n<p class=\"no-margin\"><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=1778241600&amp;signature=d4be9506298f9196f5462ad4e561264729e8f9e00e08550b3e5e4ca32f729531&amp;req=fCghE8t7lYBXFb4V1XW4gTPEZISdcjaKz2yaOgqGQSMs%2FWSPpbxhH3jDbkqh%0AmIlPJmOVB6btWt5DfWtMMMtI1w%3D%3D%0A\" width=\"890\" height=\"480\" style=\"height: auto;\"><\/div>\n<p class=\"no-margin\">\n<div class=\"intercom-interblocks-table-container\">\n<table role=\"presentation\">\n<tbody>\n<tr>\n<td style=\"background-color: #d7efdc80;\">\n<p class=\"intercom-align-center no-margin\"><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\">\n<h1 id=\"h_25c594c7a1\">3. Creation of a single invoice with the down-payment amount in it:<\/h1>\n<p class=\"no-margin\"><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\">\n<p class=\"no-margin\"><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\">\n<h2 id=\"h_94456b9618\">Creating an invoice with down payment :<\/h2>\n<ul>\n<li>\n<p class=\"no-margin\">Create a new invoice<\/p>\n<\/li>\n<li>\n<p class=\"no-margin\">Check down payment<\/p>\n<\/li>\n<li>\n<p class=\"no-margin\">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=1778241600&amp;signature=2fa030181905c04b80632a04cb1b4f6997dfa284104b0c69a75d3a17ac07b5c2&amp;req=fCghE8p3mIdeFb4V1XW4gSryaIVTPz6aqsFKrRBqhsmJlhsCXaAOjRwEDA%2Bf%0AXVzk9JLJ70iO9Vy2yE0seP3PsQ%3D%3D%0A\" width=\"890\" height=\"480\" style=\"height: auto;\"><\/div>\n<p class=\"no-margin\">\n<div class=\"intercom-interblocks-table-container\">\n<table role=\"presentation\">\n<tbody>\n<tr>\n<td style=\"background-color: #fed9db80;\">\n<p class=\"intercom-align-center no-margin\">\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\">\n<hr>\n<p class=\"no-margin\">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\">support@accountable.eu<\/a>.<\/p>\n<p class=\"no-margin\">\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":"","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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