tag:help.cashboardapp.com,2012-10-23:/discussions/suggestions/324-managing-multiple-depositsCashboard: Discussion 2014-03-31T17:31:13Ztag:help.cashboardapp.com,2012-10-23:Comment/312293722014-01-21T16:31:58Z2014-01-21T16:31:58ZManaging multiple deposits<div><p>Hi Katie, what you're asking about can already be done.</p>
<blockquote>
<p>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.</p>
</blockquote>
<p>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.</p>
<p>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.</p>
<p>Hope that helps.</p>
<p>— Seth</p></div>Seth Btag:help.cashboardapp.com,2012-10-23:Comment/312293722014-01-23T12:44:07Z2014-01-23T21:41:40ZManaging multiple deposits<div><p>Hi Seth</p>
<p>Thanks for your reply. I'm not sure how that works for applying
payments<br>
that I have created in the past and already applied to a deposit
invoice,<br>
for example in this scenario:</p>
<ol>
<li>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.</li>
<li>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.</li>
<li>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?</li>
</ol>
<p>Sorry if I have misunderstood.</p>
<p>Many thanks</p></div>Katie Keithtag:help.cashboardapp.com,2012-10-23:Comment/312293722014-01-23T21:40:41Z2014-01-23T21:41:23ZManaging multiple deposits<div><p><strong>Don't apply the credit while viewing the invoice, like
you normally do</strong></p>
<p>If you want to apply just the payment for Project 1, do the
following.</p>
<ul>
<li>Go to the Income > Payments tab</li>
<li>Find the payment for Project 1, click on it</li>
<li>Apply it to the invoice with the controls shown on the payment
screen, as it gives you fine-grain control</li>
</ul></div>Seth Btag:help.cashboardapp.com,2012-10-23:Comment/312293722014-01-24T10:37:09Z2014-01-24T16:31:28ZManaging multiple deposits<div><p>Fantastic, thanks Seth - I didn't know you could do that!</p>
<p>Best regards</p>
<p><em>Katie Keith</em> Account Director, Barn2 Media Limited<br>
01752 729916, <a href=
"mailto:katie@barn2.co.uk">katie@barn2.co.uk</a></p></div>Katie Keith