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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