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How to Create an Invoice for a Partial Amount (Deposit, Down Payment, etc.)
How to Create an Invoice for a Partial Amount (Deposit, Down Payment, etc.)

Learn how to create and send an invoice for a partial amount of the balance due in your Sales Desk Deals section.

Ken Lane avatar
Written by Ken Lane
Updated over a week ago

What if you want to create an invoice for just a partial amount of the remaining balance—such as a deposit, down payment, or other smaller payment?

1. Navigate to https://www.dealershipdrive.com/ and make sure you're signed into your account.

Screenshot of: Navigate to <a href="https://www.dealershipdrive.com/" rel="nofollow noopener noreferrer" target="_blank">https://www.dealershipdrive.com/</a> and make sure you're signed into your account.

2. Click "Sales Desk"

Screenshot of: Click "Sales Desk"

3. Click "Deals"

Screenshot of: Click "Deals"

4. Locate the Deal you would like to create a partial invoice for and select its corresponding "Actions" button.

Screenshot of: Locate the Deal you would like to create partial invoice for and select its corresponding "Actions" button.

5. From the options that appear in the dropdown, select "Edit."

Screenshot of: From the options that appear in the dropdown, select "Edit."

6. To see the section for creating and editing Invoices, select the right-pointed arrow button.

Screenshot of: To see the section for creating and editing Invoices, select the right-pointed arrow button.

7. Select "INVOICES, QUOTES & PAYMENTS" button.

Screenshot of: Select "INVOICES, QUOTES &amp; PAYMENTS" button.

8. Select the "+New..." button.

Screenshot of: Select the "+New..." button.

9. Select "New Invoice" from the options.

Screenshot of: Select "New Invoice" from the options.

10. Scroll down past the total to enter an amount into the "Partial Amount Due" field.

Screenshot of: Scroll down past the total to enter an amount into the "Partial Amount Due" field.

11. Select "Create Invoice" to generate your partial-cost invoice.

Screenshot of: Select "Create Invoice" to generate your partial-cost invoice.

12. To access this invoice to send it to the intended recipient within your system, on the "Payment, Invoice, & Quote History" panel, select the "Actions" button for the invoice you need to send.

Screenshot of: To access this invoice to send it to the intended recipient within your system, on the "Payment, Invoice, &amp; Quote History" panel, select the "Actions" button for the invoice you need to send.

13. Select "View" from the options that drop down.

Screenshot of: Select "View" from the options that drop down.

14. On the invoice you want to send, select the "Actions" button.

Screenshot of: On the invoice you want to send, select the "Actions" button.

15. Select the "Email" option.

Screenshot of: Select the "Email" option.

16. In the panel that appears, verify that the email address is that of the intended recipient.

Screenshot of: In the panel that appears, verify that the email address is that of the intended recipient.

17. Enter any details you wish into the email body.

Screenshot of: Enter any details you wish into the email body.

18. When all details are as you'd like, select "Send email"

Screenshot of: When all details are as you'd like, select "Send email"

And it's just that simple!

If you have any additional questions about using your Dealership Drive system, don’t hesitate to look through our Help Center or reach out using the floating chat icon.



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