Collect upfront payment confidently with a deposit invoice that shows the amount due now and the balance remaining on the project total. Enter your full quote and an AI agent calculates the deposit percentage, lists what each payment covers, and prepares a pay-now link.
What's Included
- Deposit calculation: Set a percentage or fixed amount and see the split instantly.
- Balance breakdown: Clear lines for amount due now versus the remaining balance.
- Scope summary: A short description of the work the deposit secures.
- Stripe checkout: A secure button so clients pay the deposit in one click.
How To Use
- Clone the deposit invoice into your Taskade workspace.
- Enter the project total and the deposit percentage.
- Let the AI agent calculate the upfront and remaining amounts.
- Send the invoice and track when the deposit clears.
Pair it with an automation that issues the final balance invoice on the due date, or explore more invoice templates for project-based work.
