What is the process for creating an invoice for a deposit on a project?

Problem

You need to know how to invoice a deposit for a project that hasn't been assigned yet.

Solution

Create an invoice for a deposit on the project

Caution: You must have the Project Management and Progress Billing features enabled to perform this workflow.

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. When finished, Save your changes.

7. Email the deposit invoice to the customer.