Managing multiple deposits

Katie Keith's Avatar

Katie Keith

21 Jan, 2014 03:47 PM

Hi, this is a feature request around multiple deposits.

Some of my regular clients have several projects on the go at once, with separate deposits being paid for each project.

When I send the final invoice for the project, Cashboard only lets me apply all the client's outstanding credit against the invoice - not just the deposit relating to that specific project.

I need to be able to bill for each project individually, so it's not relevant that the client has outstanding credit on a different project.

I'd really appreciate it if Cashboard would allow me to choose how much of the client's outstanding credit to apply to each invoice.

Many thanks

  1. Support Staff 1 Posted by Seth B on 21 Jan, 2014 04:31 PM

    Seth B's Avatar

    Hi Katie, what you're asking about can already be done.

    When I send the final invoice for the project, Cashboard only lets me apply all the client's outstanding credit against the invoice - not just the deposit relating to that specific project.

    In order to apply specific / partial amounts of a payment to an invoice, do it from the Income > Payments section. Also, creating a payment by using Create > Payment will allow you to specify the exact amount that's applied to each invoice.

    This gives you exact control over what is applied where, and is way more in depth than recording a payment when viewing an invoice itself.

    Hope that helps.

    — Seth

  2. 2 Posted by Katie Keith on 23 Jan, 2014 12:44 PM

    Katie Keith's Avatar

    Hi Seth

    Thanks for your reply. I'm not sure how that works for applying payments
    that I have created in the past and already applied to a deposit invoice,
    for example in this scenario:

       1. Project 1 - I send the client a Deposit Invoice for £100. The client
       pays, I create a Payment and apply it to the Deposit Invoice as you have
       described.
       2. Project 2 - The same client commissions me for a second project and I
       collect a second deposit of £100, so the client now has £200 outstanding
       credit.
       3. Project 1 - At the end of the project, I invoice the client for the
       remaining balance. The message at top of the screen says they have £200
       outstanding credit but I only want to apply £100 of it as the rest applies
       to a different project - how can I do this?

    Sorry if I have misunderstood.

    Many thanks

  3. Support Staff 3 Posted by Seth B on 23 Jan, 2014 09:40 PM

    Seth B's Avatar

    Don't apply the credit while viewing the invoice, like you normally do

    If you want to apply just the payment for Project 1, do the following.

    • Go to the Income > Payments tab
    • Find the payment for Project 1, click on it
    • Apply it to the invoice with the controls shown on the payment screen, as it gives you fine-grain control
  4. 4 Posted by Katie Keith on 24 Jan, 2014 10:37 AM

    Katie Keith's Avatar

    Fantastic, thanks Seth - I didn't know you could do that!

    Best regards

    *Katie Keith*
    Account Director, Barn2 Media Limited
    01752 729916, [email blocked]

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