Quick summary
A deposit invoice in Xero lets you bill clients for an upfront payment tied directly to a specific project. This guide walks through every step to create and approve a deposit invoice from within the Xero Projects module.
Steps
- From Xero's main dashboard, click 'Projects' in the top menu bar.
- Select 'All Projects' from the dropdown options.
- Find and open the project you want to invoice.
- Click 'Invoice' in the top-right corner of the project.
- Select 'Deposit' to proceed with a deposit invoice.
- Choose your preferred invoice basis (Estimate, or Custom amount) and enter the corresponding value.
- Tap 'Open Draft Invoice' to open the draft.
- Fill out the invoice input fields with the required information, retaining or revising default values as needed.
- Review your details, then click 'Approve & Email' or 'Save & Close' to finalise your deposit invoice.
