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Tip of the Week: Create a Deposit Invoice for a New Job


Taking a deposit for a job is often necessary to ensure a financial commitment for your new client. It’s particularly beneficial for large projects, those that will likely span a long timeframe or when you’re not so sure about the financial stability of your client. If you’ve ever had a client do a runner, then you know that taking a deposit for a project helps you sleep a little easier at night.

With WorkflowMax, you can create a deposit invoice for a job that has no quote or time and costs recorded against it yet.

We’ve put together this one-minute video which will take you through the steps you need to manage this:

WorkflowMax makes it easy to manage your billing, however you like to do it!  To create a deposit invoice that already has a quote - check out the instructions here.

WorkflowMax TV - Start Watching Now


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Monica Shepherd
Monica is a marketing copywriter for WorkflowMax, creating content for the website, blogs and ebooks. Having run a copywriting business helping a wide range of businesses create stand-out marketing and website content, she has a thorough understanding of the challenges business owners face. By sharing this insight at WorkflowMax she can continue to follow her passion for helping small businesses punch above their weight.

Monica Shepherd

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