---
title: "Not sure how to invoice a deposit on a project"
slug: "clone-not-sure-how-to-invoice-a-deposit-on-a-project"
updated: 2026-10-15T01:18:06Z
published: 2026-10-15T01:18:06Z
canonical: "help.servicetitan.com/clone-not-sure-how-to-invoice-a-deposit-on-a-project"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Not sure how to invoice a deposit on a project

![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/anvil-wrench.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A43%3A19Z&se=2026-10-31T01%3A43%3A19Z&sr=c&sp=r&sig=I1hgLVfXE5k%2Byu%2F19XFd60I1C%2Feg0NHQSbbLF%2F7v4to%3D) Troubleshooting **Role:** Project managers · Office employees · Accountants**Area:** Projects, Invoicing · All versions · All business types

## **What you're seeing**

You need to invoice a customer for a deposit on a project that hasn't been assigned to a job yet, and you're not sure how to create that invoice.

## **Why this happens**

**Reason**

**A deposit on a project is billed with a project-level invoice, added directly to the project rather than to a job.** Because this invoice isn't tied to a job, it isn't obvious where to start.

## **Before you start**

- Your account needs project billing enabled to add invoices to a project.
- You need permission to add invoices and edit invoice items. If you don't have it, contact your administrator.

## **How to fix it**

### **1****Create and send the project-level deposit invoice**

1. Go to the project that needs the deposit.
2. Click **Actions > Add Invoice**.
3. Select a business unit and click **Add Invoice**.
4. On the new invoice, click **Add a task**, enter the name of your deposit task, and select it.
5. Change the **Unit Price** to the amount of the deposit.
6. Click **Save**.
7. Email the deposit invoice to the customer.

> [!NOTE]
> **✓ Done ·** The customer receives a project-level invoice for the deposit amount.

## **After you collect the deposit**

This project-level invoice adds to the project's total contract value, and the deposit needs to be moved to the invoice you actually do the work from. After the customer pays:

1. Move the payment to the invoice you're doing the work from.
2. Remove the deposit line item from this project-level invoice to clear its balance.

> [!NOTE]
> **✓ Done ·** The deposit is applied to the working invoice, and the project-level deposit invoice is cleared.

## **Still not working?**

Contact ServiceTitan Technical Support at [**go.servicetitan.com/ask**](https://go.servicetitan.com/ask) with:

- The project number and customer name
- The deposit amount and the business unit you selected
- Whether project billing (Project Management and Progress Billing) is enabled on your account
- Which steps from this article you already tried

## **Want to learn more?**

[**Progress billing overview and setup ›**](https://help.servicetitan.com/construction/docs/progress-billing-overview-and-setup) Learn how progress billing works and how to turn it on before you bill deposits and milestones against a project.

[**Not sure how to request an estimate deposit without creating an invoice first ›**](https://help.servicetitan.com/construction/docs/what-is-the-process-for-sending-a-deposit-request-to-a-customer-for-an-estimate) Request a deposit directly from an estimate when you don't yet want to generate a project-level invoice.

[**Add an invoice to a project ›**](https://help.servicetitan.com/construction/docs/manage-projects#add-an-invoice-to-a-project) Step-by-step reference for adding any invoice directly to a project, including the project-level invoice used for deposits.

[**Manage Customer Deposits: recommended workflow ›**](https://help.servicetitan.com/v1/docs/manage-customer-deposits-recommended-workflow) The recommended end-to-end approach for collecting, tracking, and applying customer deposits across invoices.