DEPOSIT INVOICE =============== Disclaimer — not legal advice. This template is provided free of charge, as is and with no warranty of any kind, and using it creates no attorney-client relationship. It is jurisdiction-neutral: you are responsible for adapting it, for your own legal and tax compliance, and for having a qualified professional in your jurisdiction review it before you rely on it. Full terms: https://trycolo.co/terms-of-use [YOUR BUSINESS NAME] [YOUR ADDRESS], [CITY], [COUNTRY] [YOUR EMAIL] | [YOUR PHONE] Tax ID: [YOUR TAX ID] ------------------------------------------------------------ Bill to ------- [CLIENT LEGAL ENTITY NAME] [CLIENT BILLING ADDRESS] Attention: [CONTACT NAME] | [BILLING EMAIL] Invoice details --------------- Field | Detail ----------------------------- | ------------------------------------------------------------ Invoice number | [INVOICE NUMBER] Issue date | [DATE] Due date | [DATE — e.g. 7 days from issue, or before the reserved date] Project | [PROJECT NAME] Proposal ref | [PROPOSAL NUMBER], accepted [DATE] Contract ref | [CONTRACT REFERENCE], signed [DATE] Planned start / reserved date | [DATE] Currency | [CURRENCY] ------------------------------------------------------------ Project value and deposit ------------------------- | ------------------------------------- | ---------------------- Total agreed project fee (before tax) | [CURRENCY] [TOTAL FEE] Deposit percentage | [50]% # | Description | Amount - | ------------------------------------------------------------------------------------------------------------- | --------------------------- 1 | Deposit of [50]% on [PROJECT NAME]: reserves [DATE / CAPACITY] and covers [e.g. discovery and pre-production] | [CURRENCY] [DEPOSIT AMOUNT] 2 | [OPTIONAL — upfront materials or third-party costs, at cost, e.g. venue hold fee] | [CURRENCY] [AMOUNT] Totals ------ | ------------------ | ------------------- Subtotal | [CURRENCY] [AMOUNT] Tax at [TAX RATE]% | [CURRENCY] [AMOUNT] Deposit due now | [CURRENCY] [AMOUNT] ------------------------------------------------------------ Remaining payment schedule -------------------------- The remaining [50]% ([CURRENCY] [AMOUNT] before tax) will be invoiced as follows: Payment | Trigger | Amount | Expected date ------------- | -------------------------------------------------------- | ------------------- | ------------- Payment 2 | [e.g. Design approval / Shoot day / Mid-point milestone] | [CURRENCY] [AMOUNT] | [DATE] Final payment | [e.g. Delivery of final files] | [CURRENCY] [AMOUNT] | [DATE] This deposit will be credited against the final invoice, quoting this invoice number. ------------------------------------------------------------ Deposit terms ------------- 1. Start condition. Work begins, and [DATE / CAPACITY] is reserved, when this deposit is received in full. 2. Refunds. [CHOOSE ONE: "This deposit is non-refundable once work has begun or the date is reserved." / "If the client cancels more than [30] days before the start date, the deposit is refunded minus costs already incurred. Within [30] days it is non-refundable."] 3. Rescheduling. [e.g. "The deposit may be transferred once to a new date within [6] months, subject to availability."] 4. Unpaid deposit. If this invoice is not paid by the due date, the reserved date is released and the start date moves. How to pay ---------- - Bank transfer: [ACCOUNT NAME], [BANK], [ACCOUNT / IBAN], [SWIFT / ROUTING]. Reference: [INVOICE NUMBER] - Card or online: [PAYMENT LINK] Notes ----- [e.g. "Thank you for choosing [YOUR BUSINESS]. Once the deposit clears I will send the kickoff details and the onboarding checklist."] ------------------------------------------------------------ How to use this template 1. Send it the same day the contract is signed or the proposal accepted. 2. Show the total project value so the deposit reads as part of a whole. 3. Copy the refund and rescheduling wording from your contract, not from memory. 4. Fill the remaining schedule so the final invoice reconciles. 5. Credit this invoice by number on the final invoice. Template provided by Colo (trycolo.co). Not legal advice — review with a qualified professional in your jurisdiction.