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Invoice template

Deposit Invoice Template

Request an upfront deposit before work starts, with clear payment terms and remaining balance details.

What to include

  • Deposit percentage
  • Remaining balance
  • Project start date
  • Payment terms
  • Approval note

Example line items

  • Project deposit
  • Booking fee
  • Initial milestone
  • Materials advance
  • Retainer deposit

Common mistakes

Show deposit percentage, remaining balance, and what triggers the next payment. Clients hesitate when it is unclear whether the deposit is refundable or credited toward the final invoice.

Explain what the deposit starts or reserves

Name the project, booking, materials purchase, or milestone that the deposit relates to. Show whether the request is a fixed amount or a percentage of an agreed total, and include the date or action that follows payment.

Show the remaining billing plan

Display the project total when known, the deposit requested now, and the remaining balance or later milestones. On future invoices, reference the deposit as a prior payment so the client does not see it as a second charge.

Keep cancellation and refund terms in the agreement

The invoice can reference agreed deposit terms, but it should not introduce a new cancellation or refund policy. Use the wording from the proposal, booking terms, or contract and obtain appropriate advice for rules that apply to your situation.

Related invoice templates

FAQ

When should you send a deposit invoice?

Send a deposit invoice before work starts when the client agrees to pay upfront. Show deposit percentage, remaining balance, project start date, and what happens after the deposit is paid.

Can I download this as a PDF?

Yes. Open the invoice generator with this template prefill, edit the details, and download a PDF from your browser.

Is this tax compliant?

Requirements vary by country, carrier, and business type. This page covers common fields and is not tax or legal advice.