How to Apply a Deposit to a Final Invoice

BLANK WORKSHEET
FINAL INVOICE DEPOSIT CHECK
Project / currency: [details]
Original subtotal / approved changes: [amounts and references]
Advance requested / confirmed received: [amounts]
Receipt evidence: [reference]
Previously allocated or refunded: [amount / reference]
Unapplied confirmed advance: [amount]
Chosen document structure: [whole project + allocation OR remaining unbilled work]
Tax / credit-note requirements checked by: [name / reference]
Allocation applied once to: [invoice / amount / date]
Final amount due and reconciliation reviewed by: [details]

FILLED EXAMPLE (fictional)
Fictional project BRAND-09: subtotal USD 8,000; confirmed unapplied advance USD 2,000, BANK-884. Whole-project reconciliation leaves USD 6,000 before required tax treatment. Verify no earlier allocation exists before posting.

BEFORE USE
Replace every bracketed field. Examples are illustrative. Confirm your agreement, local invoice requirements, and applicable tax treatment separately. This download does not send an invoice or update a billing record.

Source page: https://www.getinvoiceagent.com/guides/apply-deposit-to-final-invoice
Reviewed: 2026-10-02