Collect a deposit

Many projects start with a deposit before any work begins. In Foreman you collect a deposit by recording a payment on the invoice — even while it's still a draft. The invoice stays editable and sendable, and the deposit is already on the record when your client receives it.

Record a deposit on a draft

1. Create an invoice from Records and add at least one line item (a payment needs a 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.

The draft moves to Partially Paid (or Paid, if the deposit covers the full amount), but because it hasn't been sent yet it stays fully editable.

Send the invoice afterward

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

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

Frequently Asked Questions

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

Yes, as long as there's at least one line item for the payment to land on. You can keep editing the rest of the invoice after recording the deposit.

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.