Invoice template
Deposit Invoice Template
Copy our free deposit invoice template, set the deposit and balance due, and automate your deposit invoicing straight from Google Sheets.
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Deposit Invoice Template
You can create deposit invoices automatically from Google Sheets in a few easy steps. Portant works as a free deposit invoice template that has everything a deposit invoice needs: your logo, a unique invoice number, the invoice and due dates, an itemized list of the work or goods, the total, the deposit due as a percentage, and the remaining balance. After you've opened Portant Workflow, select your Google Sheet, connect a Google Docs invoice template, customise your blank deposit invoice template with tags for the deposit amount and balance, attach it to an email, and click 'Start automation'. Your deposit invoicing now runs itself.
A deposit invoice protects your cash flow: it secures the booking and covers materials before the work starts, then leaves a clear balance to collect on completion. Setting out the deposit and the remaining balance on one branded invoice avoids confusion and gets you paid sooner.
With Portant, you can connect a Google Sheet to a deposit invoice template, click a few buttons, and invoices are generated and sent whenever you need them. Collect the deposit now and automate the balance invoice later, and customise the email and who it's sent from (e.g accounts@portant.co). It's the easiest way to put your deposit invoicing on autopilot.
How to automate your deposit invoices
Step 1
Open Sheet
Select the Google Sheet you want to use as the data source for your invoices. Portant connects directly to your spreadsheet to pull in the data it needs.
Step 2
Connect Template
Connect your Google Docs, Slides, or Sheets invoice template. Portant will link it to your spreadsheet data source so it knows which fields to merge.
Step 3
Customize
Customize your invoice with merge tags like {{Company Name}}, {{Amount Due}}, and {{Due Date}}. Format it with your branding, colours, and layout.
Step 4
Create
Create invoices automatically when new rows are added to your sheet, or generate them manually in batches. Send via email or save to Google Drive.
How to automate your deposit invoices with a template
How it works
Step 1
Step 1: Open a Google Sheet
Open a Google Sheet that contains the data for your invoices. This could be customer details, invoice numbers, amounts, and due dates. If you don't have one yet, create a new sheet and add your column headers.
Step 2
Step 2: Connect your invoice template
Open the Portant add-on from the Extensions menu and connect your Google Docs or Slides invoice template. Portant will scan the template for merge tags and map them to columns in your sheet.
Step 3
Step 3: Customize your output
Choose how you want your invoices to be delivered. You can email them directly to customers, save them as PDFs in Google Drive, or both. Customize the email subject and body with merge tags too.
Benefits
Eliminate unnecessary manual work
Stop spending hours copying and pasting data from spreadsheets into documents. Portant automates the entire process, pulling data directly from your source and generating completed documents in seconds. Focus on the work that matters, not repetitive formatting tasks.
Make your documents more accurate
Manual document creation leads to errors, from wrong names to outdated figures. Portant maps data fields directly to your template, eliminating typos and ensuring every document is accurate and consistent. Your team sends fewer corrections and your clients get the right information every time.
Built into Google Workspace
Portant works natively with Google Docs, Sheets, Slides, and Gmail. There is no new interface to learn, no data to export, and no switching between tools. Your team stays in the apps they already use while Portant handles the document generation in the background.
What teams say about Portant
“Portant has been a game-changer for Clipboard! It's saved our sales team countless hours every week by generating order forms, proposals and contracts with info from HubSpot automatically filled in.”
“This product is a gamechanger for all of those painful manual document merges. Love what you and the team have built!”
“This software brilliantly takes over the tedious process of creating and sending invoices. This not only saves time but massively reduces errors of data entry.”
“Love this product. Have been using it for over a year and the integration to Google Workspace is awesome. Lots of credit for listening to your users!”
“Truly a gamechanger! Portant streamlines these tasks and allows me to focus on the things that require my attention and problem-solving!”
“Portant has been a game-changer for Clipboard! It's saved our sales team countless hours every week by generating order forms, proposals and contracts with info from HubSpot automatically filled in.”
“This product is a gamechanger for all of those painful manual document merges. Love what you and the team have built!”
“This software brilliantly takes over the tedious process of creating and sending invoices. This not only saves time but massively reduces errors of data entry.”
“Love this product. Have been using it for over a year and the integration to Google Workspace is awesome. Lots of credit for listening to your users!”
“Truly a gamechanger! Portant streamlines these tasks and allows me to focus on the things that require my attention and problem-solving!”
Frequently asked questions
A deposit invoice requests an upfront partial payment before work begins or goods are delivered. It shows the full total, the deposit due (often a percentage of the total), and the remaining balance to be paid later. Deposit invoices are common for custom work, large orders, events and trade jobs where the supplier needs to secure the booking and cover materials.
Deposits commonly range from 10% to 50% of the total, depending on your industry and the size of the job. Enough to cover your materials and secure the booking is typical. Whatever you choose, state the percentage, the deposit amount and the balance terms clearly on the invoice so the customer knows exactly what is due now and what is due later.
A proforma invoice is a non-binding estimate sent before a sale to show expected costs, and no payment is formally due. A deposit invoice is a real request for a partial upfront payment against the agreed total, with a balance to follow. Many businesses send a proforma to confirm scope, then a deposit invoice to take the first payment.
Once the deposit is paid, send a balance invoice for the remainder on completion or delivery, referencing the original invoice number and the deposit already received so the customer can see the running total. With Portant you can automate the balance invoice from the same Google Sheet, so the final amount is always correct.
Yes. You can copy the Google Docs template or download the Word .docx for free, customise the deposit percentage and balance, and there is no signup or watermark. Portant also lets you generate and automate deposit invoices from Google Sheets for free.
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