Forum Discussion

Caker_Lauren's avatar
Caker_Lauren
Member
8 months ago
Solved

Deposit upon booking

Newbie here. I haven't used invoice software before. I usually just manage the info and payment process on email or socials.    I make custom cakes. When I quote a customer and they accept, I ask t...
solo
  • Jared-Solo's avatar
    Jared-Solo
    8 months ago

    Hi Caker_Lauren​ 👋

     

    Thanks for the great question, and welcome to the Solo gang! Really appreciate you sharing how you currently manage invoicing, that kind of context helps heaps!

     

    You're not alone in wanting to handle both the deposit and final payment in a single invoice. Other Solmates have asked about this too, and there’s an open feature request for it. I’ve added your vote to the Idea. More votes means more weight behind the idea, so thanks for raising it. 

     

    For now, a good workaround is to issue two separate invoices:

    1. One for the deposit (for example, $110, due at the time of booking)
    2. Another for the final balance (the remaining $110, due five days before the cake is collected)

     

    You can use the Due date field to set when each payment is expected. The Note to customer field is also handy for adding a short explanation, like “50 percent deposit to secure your booking” or “Final payment before collection.”

     

    Let me know if you'd like help setting that up and I'll be happy to walk you through it.

     

    PS - feel free to post cake pics, we'd love to see what you've got cookin' 🍰

     

     

Jared-Solo's avatar
Jared-Solo
MYOB Staff
8 months ago

Hi Caker_Lauren​ 👋

 

Thanks for the great question, and welcome to the Solo gang! Really appreciate you sharing how you currently manage invoicing, that kind of context helps heaps!

 

You're not alone in wanting to handle both the deposit and final payment in a single invoice. Other Solmates have asked about this too, and there’s an open feature request for it. I’ve added your vote to the Idea. More votes means more weight behind the idea, so thanks for raising it. 

 

For now, a good workaround is to issue two separate invoices:

  1. One for the deposit (for example, $110, due at the time of booking)
  2. Another for the final balance (the remaining $110, due five days before the cake is collected)

 

You can use the Due date field to set when each payment is expected. The Note to customer field is also handy for adding a short explanation, like “50 percent deposit to secure your booking” or “Final payment before collection.”

 

Let me know if you'd like help setting that up and I'll be happy to walk you through it.

 

PS - feel free to post cake pics, we'd love to see what you've got cookin' 🍰

 

 

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