Tie the deposit to the estimate
Reference the accepted estimate or contract and show the percentage and the full job price, as in the example. The client sees what the deposit is part of, and your books show which job the money belongs to.
Credit it on the final invoice
On the final invoice, list the work as usual, then add a line such as "Less deposit paid, DEP-0001" with a negative rate (-3,720 in this example). The invoice then shows the full job price, the credit, and the balance still owed. The generator accepts negative rates for exactly this.
Check your state's deposit limit
Some states cap how much you can take up front on home improvement work. In California the down payment is limited to 10 percent of the contract price or $1,000, whichever is less (see the CSLB's rules on home improvement contracts). Other states have their own rules, so check before you set a standard deposit percentage.
Questions tradespeople ask
How much deposit should a contractor ask for?
It varies by trade and by state. 10 to 50 percent is common, higher when you must order custom materials. Some states cap deposits on home improvement jobs, California among them.
Is a deposit invoice the same as a receipt?
No. The deposit invoice asks for the money. Once it's paid, mark it paid or send a receipt, and credit it on the final invoice.
Missing a line you always need? Email support@vanreceipts.app and we will add it to the template.
