ClauseryFree deposit invoice template for Word
Ask for an agreed upfront payment before the job starts. This deposit invoice opens with one deposit line ready for your project reference and amount, then gives you an editable Word file. It requests the deposit; it does not say that the money has already been paid.
No sign-up. Editable .docx or print to PDF. Your answers stay in your browser. Updated .
The online starter sets up this billing workflow. The base Word download uses the general invoice wording and tags; customize it by hand or use the starter to get a completed document.
When to use a deposit invoice
Use this when your quote or agreement sets an upfront payment: for example, a design project, materials for a job, or a booking. Agree the amount and payment deadline with your client before you invoice. Once the payment arrives, send a payment receipt and keep the deposit invoice number with your records.
Worked example
Illustrative example, before tax: a $2,000 project with an agreed 30% deposit.
| Calculation | Amount |
|---|---|
| Agreed project price | $2,000.00 |
| Deposit: $2,000 × 30% | $600.00 |
| Remaining project amount | $1,400.00 |
The deposit invoice has one line for $600, not a $2,000 line with $600 marked as paid. The latter would ask for the wrong balance before the client has paid anything.
Work out your deposit and remaining balance
Enter the agreed amount you want to split. Use the deposit result as the unit price in your deposit invoice. This calculator does not transfer the amount to the app or decide tax treatment.
$600.00 deposit · $1,400.00 remaining
How to fill in this deposit invoice
Agree the deposit
Use the amount or percentage in your accepted quote. Identify the project, the full price and when the rest is due. The calculator below can split an agreed amount for you.
Enter your business and client details
Use a new invoice number, an issue date and a due date. If the client has a purchase order or project reference, add it so the request reaches the right person.
Invoice only the upfront amount
Keep Quantity at 1 and enter the agreed deposit as Unit price. Replace the line description with your project or quote reference. Check any tax settings before downloading.
Track the payment and the final balance
When paid, make a payment receipt referencing this invoice. On the final invoice, enter the full project total and subtract payments actually received using Amount already paid.
Check these before sending
- Do not enter the deposit as already paid merely because you requested it.
- Do not invoice the full project price when you only mean to request an upfront stage.
- Keep the project reference consistent across the quote, deposit invoice, receipt and final invoice.
- Check the tax treatment and timing that apply to your business; this percentage calculator only splits an amount.
Word download or PDF?
The Word file is editable: adjust layout or wording for your business. Its printed amounts are the values calculated when you downloaded it. Change amounts in your saved Clausery draft and download again to recalculate, or check the totals yourself after editing in Word. For a copy to send, you can print the finished document to PDF from the app.
Questions about deposit invoices
What is a deposit invoice?
An invoice requesting an agreed upfront part of a project price. It is different from a receipt, which confirms a payment that has already arrived.
How do I invoice a 30% deposit?
Multiply the agreed project price by 0.30. For a $2,000 project, request $600 on the deposit invoice and keep a record of the $1,400 remaining before any further adjustments.
Can I choose a different deposit percentage?
Yes. Use the percentage you agreed with your client. The calculator accepts 0% to 100%; Clausery does not prescribe a deposit policy.
Is a deposit invoice the same as a pro forma invoice?
No. This page creates an invoice requesting an agreed deposit. It does not create a pro forma document or determine its accounting or tax treatment.
How do I deduct the deposit on the final invoice?
Open the final invoice starter, enter the full project price, and put the deposit actually received in Amount already paid. The app calculates the balance due.
The paperwork before and after this invoice
- Price quote: agree the scope, price and deposit before the job
- General Word invoice template with tax and bank details
- Payment receipt: confirm money actually received
- Credit note: record a correction to an issued invoice
- Invoice checklist, numbering and payment terms
- Calculate the payment due date
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