Maverick Performance Solutions

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C06 Sold to Closed Out

C06.10

The deposit invoice

Fifty percent on mobilisation, billed from the Completion Form — and only after the brief is approved. Direct-owner jobs take a deposit; AIA / GC jobs with retainage do not.

  • Bill a deposit invoice from the Completion Form
  • Send it and mark it Sent, then record the payment when it lands
  • Know which jobs take a deposit and which do not

Billing the deposit

  1. 01
    Open the Completion Form

    From the brief. It opens on the Contract & SOV tab.

  2. 02
    Build the schedule of values if it is not there

    The editor is prefilled from the quote and must foot to the cent. On a direct-owner job it includes the Mobilization / Deposit line.

  3. 03
    Create the deposit invoice

    Terms are Due Upon Receipt. The deposit is billed on the first invoice only.

  4. 04
    Open the invoice PDF and email it

    The branded PDF carries the Chase remittance details. Send it from your own mailbox.

  5. 05
    Click Mark Sent

    Only after it has actually gone. Only a Draft can be marked Sent.

  6. 06
    Record the payment when it arrives

    Customers pay by ACH, wire to Chase, or check, referencing INV-#### / Q-####.

Refusals you will meet here, and what they mean

RefusalWhat to do
"This brief is not approved yet."Go back to the approval step. The Completion Form opens for work once admin has approved the brief.
"The brief's Contract Amount is zero. It is set when admin approves the brief."Same cause — the approval has not set the contract amount.
"This brief is AIA / GC with retainage — those jobs take no deposit. Bill it with a normal invoice once work starts."Correct behaviour. Retainage jobs do not take a deposit.
"The proposed schedule has no deposit line (Deposit Pct on the brief is 0)."If this job should take a deposit, set the deposit percentage on the brief first.
"This job already has an invoice. The deposit is billed on the first invoice only."The deposit has already been billed. Use a progress invoice.
"… only a Draft can be marked Sent."It is already Sent or beyond. Check the invoice status.
"Only the latest invoice can be undone."Undo works back to front. Undo the newest one first.

Takeaways

  • The deposit is 50% on mobilisation, Due Upon Receipt, and it is billed on the first invoice only.
  • AIA / GC jobs with retainage take no deposit — bill them with a normal invoice once work starts.
  • Mark Sent is a separate click after you have actually emailed the PDF. Only a Draft can be marked Sent.
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