On desktop? Click HERE for the desktop help article.

How to request a deposit

1) Log in to Rounded and tap Invoices

2) Create an invoice by tapping the blue plus sign

   Or use the quick link button on the dashboard

3) Tap the client name to be invoiced

   For more information about manually creating a new client, tap HERE.

4) Fill in the invoice details as required

5) Tap Request deposit

6) On the deposit panel, scroll across the bar to set the deposit to be requested

   Or enter a flat amount

7) Tap Done

   Note: The Payment terms field will be changed to Deposit due, which defaults to
             payable upon receipt.

8) Attach any files or documents relevant to the invoice

9) Tap Ready to send when invoice is ready to be sent

Invoice will show status as Deposit requested

How to record a deposit

Once the deposit has been paid

1) Log in to Rounded and tap Invoices

2) Open the invoice then tap Payment received

    Or use the quick link button on the dashboard

3) Fill in the payment information then tap Save

To learn how to add a payment via bank feeds, tap HERE.

Invoice status will show as Deposit paid

Sending an invoice for outstanding balance (after deposit payment)

After recording the payment for the deposit, the invoice for the remaining balance can be sent

1) Log in to Rounded and tap Invoices to open the invoice

2) Set the payment term if it is different from the default payment term

3) Tap Send for balance to send to the client

Or tap Mark balance as sent if there is no need to send to the client again

If the invoice requesting a deposit was sent using the online link , there's no need to send the invoice to the client again. The client will see the updated version when they click the link. PDF invoices won't be automatically updated so will have to be resent for the client to see any amendments.

Invoice status will show when the balance is due

Once payment is paid, tap Payment received

Or use the quick link button on the dashboard

To learn more about how to add a payment via bank feeds, tap HERE.

Have you seen Rounded on desktop? Log in via app.rounded.io on your desktop browser to take a look!

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