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How to Use Tolteck
How to Create a Deposit Invoice
How to Create a Deposit Invoice

Tolteck allows you to convert a quote to an invoice in just 1-click! Learn how in 3 easy steps.

John avatar
Written by John
Updated over a week ago

Step 1: Open the quote you would like to convert to an invoice

You can easily search your quotes in the Quotes & Invoices tab

Step 2: Select "Create a deposit invoice" from the Actions drop down menu. 

Step 3: Specify the deposit % or amount in the box provided and click "Confirm"

This will create your deposit invoice! 

How to apply a deposit or progress invoice to a final invoice

You can easily apply a deposit or progress invoice to the final invoice. Simply follow these simple steps!

Step 1: Create a Final Invoice by opening the original quote and selecting "Create a final invoice" from the Action drop down menu

Step 2: At the bottom of your Final Invoice, click on "deduct another invoice" 

Step 3: Select the invoice to be deducted from the total amount due

This will deduct the deposit from your Final Invoice. Don't forget to save your changes! 

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