Creating an invoice with installments/deposit

Do you need to send an invoice to the customer, so that they can transfer the deposit first, and then the rest of amount? And you want to have a record of these payments within one pro-forma invoice?

Let's see how you can do it using a proforma generator.

For that we need to first see the Client Reservation and find our customer:

Next Step - creating a pro-forma invoice:

After the costs were added, click on "Installments" checkbox to create as many installments as needed:

a)

b)

You can save the proforma and send it to the customer:

When the deposit is paid and you received a receipt from a customer, create a receipt for a deposit in the system and link it to the proforma:

In the receipt generator remove the line with a full cost and search for a trip to link the receipt for a correct amount.

Type in an actual amount and save document.

Now open the proforma editor and select the "Display balance due" checkbox

A new proforma will state that it was partially paid:

When rest of the package is paid, you will only need to create and link a new receipt with the pro-forma.

You can as well skip the "Installments" part if you do not have to show the installments in a first pro-forma.