ForemanFOREMAN

Collect a deposit

Record a deposit before sending an invoice, with the payment applied when the client receives it.

Many projects start with a deposit before any work begins. In Foreman you record the payment on an invoice even before sending it. Finish and save the document first: recording a payment locks the document and its line items, but the invoice remains sendable.

Record a deposit on a draft

  1. Create an invoice from Records, finish its details, add at least one line item, and Save. A payment needs a saved line to land on.
  2. In the side panel, click Record Payment.
  3. Enter the deposit amount, confirm the Payment Date, and choose a Method.
  4. Click Record Payment in the modal footer.

The draft moves to Partially Paid (or Paid, if the deposit covers the full amount). Its document and line items are now locked because the payment is allocated against those saved lines.

Send the invoice afterward

  1. Add a recipient in the side panel.
  2. Click Send.

Sending settles the deposit you already recorded: the client sees the invoice with the deposit applied and the remaining balance owed.

Note

Delivery and document editing have different rules. An unsent deposit-paid invoice can still be sent, but its title, document settings, and line items are not editable. Do not delete a genuine payment just to unlock the invoice.

Frequently Asked Questions

Can I take a deposit before I've finished the line items?

At least one saved line is required, but you should finish and save the invoice before recording the deposit. Recording the payment locks its document and line items.

How is the remaining balance handled?

Foreman tracks the balance automatically. After the deposit, the invoice shows what's still owed, and recording further payments moves it toward Paid. See Manage payments.

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