Set up a manual deposit invoice

Users with the Can Send Invoice role permission can manually set a custom deposit amount for each invoice.
You can also set up custom deposits at the invoice level.

To set up manual deposits:

1. Select Users > Manage Classifications.

2. Next to the classification you want, click . The Manage Classification page appears.

   Note: This must be set for each classification you want to require deposits for.

3. Next to Deposit Type, select Manual Entry.
4. Click Save.

To add a deposit to an invoice:

1. Select Invoices > Draft Invoices. 

   Note: It is recommended to use a draft invoice, since the invoice has not been sent to the requestor.

2. Next to the invoice you want, click . A pop-up appears.

3. Click Edit Invoice. A pop-up appears.

   

4. Do the following:

   a. Enter a Due Date.

   b. Enter the Manual Deposit Amount you want to charge.

   c. Add any notes to the Invoice Message.

5. Click Save Invoice.

To send an invoice from a draft:

1. Select Invoices > Draft Invoices.
2. Next to the draft you want, click . The invoice appears with the Invoice Status set to Draft.
3. Select Actions > Send Email. A pop-up appears.
4. Select the user(s) you want to receive the emailed invoice, and add any desired notes or attachments.
5. Click Send Email.