Recording a Deposit

This guide covers how to record a customer deposit against a service ticket in Terial. Deposits are tracked separately from invoices and are applied toward the total job cost.

Step 1: Open the Service Ticket and scroll to the bottom of the page, Click “Create Invoice” at begin entering a deposit.

Step 2: Enter deposit details in the invoice line item - In the Description field, enter “Deposit” or “Down Payment,” set Quantity to 1, enter the deposit amount, and click Save.

Step 3: Open the invoice or service ticket to record the payment

Step 4: To Record the payment, enter the payment amount received and click “Save” to confirm.

Step 5: After the work is completed, create a new invoice for the remaining balance by returning to the service ticket and, under the pricing section, choose your preferred method for creating a new invoice.

Step 6: Apply the deposit to the final invoice - In the invoice line item, enter “Deposit” or “Down Payment” in the Description field, set Quantity to 1, and enter the deposit as a negative amount. Then click “Save.”

Alternatively, you can enter the deposit amount into the “Deductions” field.

Step 7: You can verify both invoices to ensure the original deposit invoice is marked as paid and the final invoice reflects the correct remaining balance.

For example, Invoice #112353 now shows the deposit properly applied.

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