DealokrKey idea
Deposit invoices
Use this guide as an operational starting point, then adapt it to the client, the scope and the rules that apply to your work.
Decide the rule before the project moves.
Deposit invoices is easier to manage when both sides can see the expected result, the person who decides and the next action. Start with the facts that affect the project rather than a vague promise.
Put the decision in a shared record.
Write down the scope, date, amount or approval step that applies to this project. A clear record helps a client act and helps you avoid rebuilding the context from scattered messages.
Do not mistake a workflow for legal, tax or financial advice.
This guide offers operational guidance for freelancers. Check the official source relevant to your situation and seek qualified advice whenever the decision has legal, accounting or tax consequences.
Operational example
Deposit invoice: make the example easy to read
Before sending it, read the document as your client would: what does the deposit cover, what balance remains, and which project step does it unlock? Those three points reduce questions and back-and-forth.
- Match the wording to the project and the planned step.
- Clearly distinguish the deposit from the balance due later.
- Keep the sent document and its date with the project record.
