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4.187. How do I show a customer deposit?

My customer paid me a deposit and I want to show it on the estimate. Can I do this?

The focus of EstiMate is the estimating process, hence accounts receiveable functions like deposits are best done with accounting software.

The following procedure is a work-a-round to quickly indicate a deposit on the estimate or invoice you create from within EstiMate:

1. Click on the 'Add Item' button, and choose 'Free Form'.
2. For the description type in 'customer deposit' or something similar.
3. Enter the amount as a *Negative* dollar figure.
4. Uncheck the tax box.
5. Click the OK button, and the deposit will appear on the estimate (or invoice, as the case may be).