Take a deposit now, collect the balance later
Book a private event the way you actually quote it: half today, the rest two weeks before the date. One invoice, two payments, and the balance collects itself on the day you chose.
Why this exists
Clubs quoting a private event almost always ask for a deposit at booking and the balance shortly before the date. Until now there was no way to say that on an invoice, so clubs either sent two separate invoices and tracked the second one by hand, or tried to fake a deposit with a negative line item, which the invoice would not accept. This makes the split a first-class part of the invoice.
How it works
Set the deposit as a percentage or a flat amount
Enter 50% or $625, whichever way you quoted it. The invoice splits the all-in total, so tax and any processing fee are shared proportionally between the deposit and the balance rather than landing entirely on one of them.
Pick the day the balance is collected
Choose any future date, for example fourteen days before the event. On that morning the balance is collected automatically. Nothing to remember, and nothing to chase.
Choose how it gets collected
Either email the customer an invoice for the balance with a pay link, or charge the card they used for the deposit. If you choose the card, the customer has to agree to it in writing when they pay the deposit, and they get a reminder email three days before the charge.
Discounts, without the workaround
Give a discount as a percentage or a dollar amount, with your own label for it. It appears as its own line on the invoice, the pay page, the PDF, and every email, so the numbers always add up for the customer.
What the customer sees
Everywhere the invoice appears, it says the same four things: the full total, what is due today, what remains, and exactly when and how the rest will be collected. That is true of the emailed invoice, the pay page, the PDF they forward to their finance team, and the receipt after they pay the deposit. Nobody should ever be surprised by a charge they agreed to weeks earlier.
The balance can only be charged if it can actually be charged
A card charge on the scheduled day only happens when the customer explicitly agreed to it and a usable card is on file for the exact amount and date they agreed to. Anything else falls back to emailing them a pay link, and your team is told when a balance needs a human.
Getting started
Open Money, Invoices and create an invoice as you normally would. The Discount and Deposit cards sit under the line items. Fill in either, both, or neither: an invoice with no deposit behaves exactly as it always has.