Deposit Invoice Template
Create professional deposit invoices to collect upfront payments for bookings and projects. This deposit invoice template supports booking deposits, retainers, reservation fees, and advance payments with clear project references and balance notes—ideal for service businesses that require deposits before work begins. Download instantly in PDF, Word, or Excel format.
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What to Include on a Deposit Invoice
Deposit invoices should make it clear what the payment is for and how it applies to the total.
Deposit details- Project/booking name
- Deposit type (booking deposit, retainer, down payment)
- Service date (optional)
- Balance due date (optional)
- Deposit/booking payment
- Retainer
- Reservation fee
- Advance payment
- Setup/onboarding fee
- Project total (reference) (optional)
- Deposit amount due now
- Tax (if applicable)
- Payment terms and instructions
Deposit vs Retainer vs Advance Payment
Deposit invoices often use different terminology depending on the industry.
Deposit
An upfront payment that applies toward the final total. Often used for bookings or to start work.
Retainer
A payment to reserve capacity or availability. Some retainers apply to final invoices; others are treated differently depending on the agreement.
Advance payment
A prepayment toward future services or project milestones.
Including a “Deposit type” field reduces confusion and matches the client’s expectations.
Remaining Balance and Payment Schedules
Clients often ask how the deposit affects the final invoice.
Best practices- Note whether the deposit is applied to the final total
- Include a balance due date when appropriate
- Issue a final invoice that shows deposit credited and remaining balance
Refund and Cancellation Policies for Deposits
Deposit invoices should align with the agreement’s policies.
Common policy notes- Whether the deposit is refundable
- How cancellations are handled
- How deposits are applied to reschedules