Deposits on Estimates and Invoices

The new Deposits feature helps you show and track deposit amounts on estimates and invoices. You’ll find this tool under Pricing Tools when creating or editing an estimate or invoice. You can also set defaults for how deposits work in Account > Company > Billing Settings.

What You Can Do with Deposits

• Add a flat amount or a percentage deposit to any estimate or invoice.

• Show the deposit amount clearly on your paperwork.

• Automatically track if the deposit is paid or unpaid based on payments received.

• Show the deposit amount on:

  • The printable/sendable PDF version of estimates and invoices

  • Your client's dashboard

Where to Find the Deposits Feature

1. When Editing or creating an estimate or invoice, you’ll now see a Deposits option under the Pricing Tools section.

• Choose to add a flat amount or percentage.

• The deposit shows up as a line item on the document. 

• For invoices, the deposit status updates automatically:

  • Unpaid if no or not enough payment has been applied.

  • Paid if the total amount paid is equal to or more than the deposit amount.

2. In Billing Settings

Go to Company > Billing Settings to choose your default deposit type:

• Flat amount (e.g., $100)

• Percentage of the total (e.g., 25%)

This sets the default for new estimates and invoices. You can still update it manually on individual invoices or estimates when needed.

Where to see Deposits

1. On invoices and estimates in Docket you can find the deposit at the top right of the document. 

2. On PDFs, below the line items. 

Example

• You create an invoice for $500 and add a 20% deposit.

• A $100 deposit line shows up on the invoice.

• The client sees the $100 deposit on the PDF and in their dashboard.

• Once $100 or more is paid toward the invoice, the deposit is marked Paid.

Good to Know

• Deposit status only appears on invoices, not estimates.

• You can still collect partial or full payments as usual.

• Deposit info shows clearly on:

  • PDFs you print, email, or download

  • The client’s dashboard under their invoices

• Changing the deposit on one job doesn’t affect your overall settings.

For more help with billing settings or pricing tools, check out these articles:

• Edit Billing Settings

• Create and Send an Invoice

• Using Pricing Tools

Still have questions? Let us know—we’re here to help.