---
title: "Not sure how to invoice a deposit on a project"
slug: "what-is-the-process-for-creating-an-invoice-for-a-deposit-on-a-project"
updated: 2026-11-05T21:53:59Z
published: 2026-11-05T21:53:59Z
canonical: "help.servicetitan.com/what-is-the-process-for-creating-an-invoice-for-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

## 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

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

### 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.

> [!TIP]
> **✓ 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.

> [!TIP]
> **✓ 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?

- See [Progress billing overview and setup](https://help.servicetitan.com/commercial/docs/progress-billing-overview-and-setup)
- See [Not sure how to request an estimate deposit without creating an invoice first](https://help.servicetitan.com/commercial/docs/what-is-the-process-for-sending-a-deposit-request-to-a-customer-for-an-estimate)
- See [Add an invoice to a project](https://help.servicetitan.com/commercial/docs/manage-projects#add-an-invoice-to-a-project)
- See [Manage Customer Deposits: recommended workflow](https://help.servicetitan.com/commercial/docs/manage-customer-deposits-recommended-workflow)