Invoice · Free · No account
A deposit and stage payment invoice for the balance due.
The deposit setup adds a Paid already line, so a deposit or an earlier stage payment is taken off the amount due. It has eight lines, no tax, terms of 14 days and a note that the invoice is for the balance after the deposit shown.
- Excel 2016 and later
- Calculations checked in LibreOffice and Google Sheets
- Set the invoiceChoose the currency, the heading, the number prefix and 8, 12 or 20 lines. Set days to pay and any other terms to print.
- Choose tax and extrasSwitch on tax with a name and rate, a tax or company number, a discount, a deposit already paid, or a client reference. Add the tracker and Clients sheet.
- Download and invoiceType your details and the lines on the Invoice sheet, then add the invoice to the Invoice Tracker. Totals and the due date are worked out.
Build your workbook
Preview: Deposit invoice template. Change the selected dates, categories or layout to update the preview.
JavaScript is required to use the builder. The workbook is made in your browser.
What you get
What is different in this setup
Tradespeople, photographers and other project workers who take a deposit first and invoice the rest in stages.
- A Paid already line taken off the amount due.
- Eight lines, for a short job or a stage.
- Payment is due in 14 days, with a balance note.
Sheets included (7)
- Start HereHow the workbook works, what each sheet is for and the settings used.
- InvoiceThe invoice to fill in and send. Totals and the due date are worked out.
- Invoice TrackerEvery invoice issued, with payments and balance. Start typing in row 6.
- ClientsEach client once. Pick a name on the Invoice and the address and terms fill in.
- SummaryWhat you are owed, what is overdue and what has been invoiced each month. Worked out from the Invoice Tracker.
- ListsEdit the white lists to change dropdown choices. Shaded lists are fixed because formulas use those names.
- SettingsValues used by the workbook, such as reminder windows. Change them here.
File details
- Made for
- Excel 2016 and laterThe download is an .xlsx workbook.
- LibreOffice
- No calculation errors in our testLibreOffice recalculated every formula in the workbook with no error values, such as #VALUE! or #N/A.
- Google Sheets
- Calculations matched Excel in our testGoogle Sheets removes sheet protection and repeated print headings.
- Apple Numbers
- Most calculations match ExcelSome calculations on the Invoice Tracker sheet and the Summary sheet do not work in Apple Numbers. Numbers converts list-based dropdowns to plain cells and removes colour markers, sheet protection, frozen headings and number and date validation. Use Excel for all calculations and features.
- Calculations
- The Start Here sheet lists the calculations used in this workbook. Results update from the entries you add.
- Builder privacy
- The builder runs in your browser. The entries used to make the workbook stay on your device. How the utilities work
Questions
Are my builder entries sent to Due Form?
No. The builder uses them in your browser to make the workbook on your device.
Information is sent to Due Form when you submit a form or use another service described on the How it works page.
Can I invoice the deposit itself?
Yes. Raise an ordinary invoice for the deposit, record it on the tracker, then use Paid already on the later invoice for the balance.
Where do I record the deposit being received?
On the Invoice Tracker, type the amount and date in the Paid and Paid on columns. The balance and status update from there.
Related Due Form edition
The Professional Evidence File
Record completed work, supporting evidence and permission, then prepare selected examples for an appraisal, application or portfolio.
For the record of completed work behind each invoice
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