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Customer payment tracking for deposits and partial balances

Keep each customer deposit and final payment linked to the original job so the remaining balance stays clear.

A customer payment record needs the customer, job or group, date, amount, method, and reference. Apply it to the original amount owed. A deposit reduces the balance; it does not create another sale. Check unapplied payments before sending a reminder.

Create invoice

Create a free PDF invoice without an account. In the accounting workspace, Pro includes Daytime, customer records and managed invoices; Business adds costs, payment records and profit reports. Compare workspace plans. For the standalone generator, see invoice plans and availability.

What to record and review

  1. Record the agreed customer charge and any applicable gratuity once on the job.
  2. Add each deposit or partial payment with the payment date and reference.
  3. Review total paid and remaining balance against the invoice or work record before issuing a receipt or follow-up.

Worked example

A $700 ride with a $100 tip totals $800. A $300 deposit leaves $500 owed. If the customer pays $500 later, the total paid is $800 and the balance is zero; revenue is still $800.

Illustrative figures, not a quote or an industry benchmark.

Should I add a deposit to the job's revenue total?

No. A deposit is a payment against the customer balance. Keep the agreed charge, payments received, and remaining amount as separate values.

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