If you work like we do, you take money up front from your clients. After receiving that deposit, you should enter it inside Cashboard as a payment.

Manually

When recording a deposit manually, enter a payment by selecting Payment from the Create menu at the top of the screen.

Cashboard will understand that your client now has an outstanding credit.

After you’ve invoiced your client, select the Manage Payments button. Cashboard will recognize this credit, and allow you to apply it to your invoice.

Deposits for Estimates

If you require a deposit for estimates please see these instructions.