Ensure that no invoices are selected for applying the payment.
Leave the credit to be used later
option is selected.
Enter a memo indicating that it’s a down payment, if desired.
Save & Close
In the Payment Credit window that appears, click
Create an Invoice for a Customer Who Made
a Down Payment
From the Customers menu, choose
In the Customer:Job field, select the customer for whom you are creating the invoice.
Add any billable time/costs, if applicable.
If you use custom invoice templates, select the appropriate template from the Template drop-
Complete the invoice form appropriately.
in the Main tab of the ribbon at the top of the invoice to save your invoice but keep it