What to record and review
- Record the customer and agreed service charge.
- Apply the deposit to the relevant job or group.
- Record later payments with dates and references.
- Check the remaining balance before issuing the next payment request.
Keep customer deposits and final balances on one record
Record deposits and later customer payments against the same service charge so the outstanding balance stays clear without duplicating revenue.
A deposit is a customer payment against an agreed charge. Record it on the same customer and job or group as later payments. Review the charge, supported adjustments and payment history before requesting the final balance; payment timing does not create additional revenue.
Create invoiceCreate 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.
Worked example
An agreed USD 2,000 service charge with a USD 600 deposit and a later USD 500 payment leaves USD 900 to collect. The recorded service revenue remains USD 2,000.
Illustrative figures, not a quote or an industry benchmark.
Does a customer deposit count as a second sale?
A payment against an already recorded service charge reduces the outstanding customer balance. It does not create another sale. Keep payment dates and references linked to the charge.
Related tools and guides
ReceAI by Best Partner Travel Inc. · About ReceAI · Support