Looking to send a deposit?
Deposits aren't a separate feature in TalleFlow — partial payments are how you collect one. Instead of sending two separate invoices, you create one invoice and split it into scheduled payments: for example, a 50% deposit due when the invoice is sent, and the remaining 50% due later. Your client sees the full picture on one invoice and pays each portion on its due date.
This is cleaner than sending a separate deposit invoice and a separate balance invoice, because everything stays tied to a single invoice and project.
What are partial payments?
Partial payments let you break an invoice total into a schedule of smaller payments, each with its own amount and due date. You control the whole schedule from the invoice — how many payments there are, how much each one is, and when each is due.
Partial payments are configured per invoice in the Properties Panel of the Invoice tool.
Set up a payment schedule
Open the invoice in the editor
Click the Invoice tool on the canvas to open the Properties Panel
Find the partial payments / payment schedule section
Split the invoice into the number of payments you need
Set the amount and due date for each payment
Click Save Invoice to apply
Setting payment amounts
For each payment in the schedule, you can set the amount as:
A custom amount — a specific dollar value you choose
A percentage — the amount is calculated automatically from the invoice total (e.g. a 50% deposit)
Divided equally — the invoice total split evenly across all the payments
A common deposit setup is two payments: 50% as the first payment and 50% as the second.
Setting due dates
Each payment can have its own due date. You can choose a fixed calendar date or use a smart (relative) due date that's calculated automatically based on a variable, so you don't have to hand-pick dates each time. Smart due dates can be set relative to things like:
When the invoice is sent
A project date (a set number of days, weeks, or months before or after it)
Smart due dates are useful for templates and repeatable workflows, since the schedule adjusts itself to each project's timing instead of needing manual dates.
Collecting the payments
If you've connected Stripe, you can include the Pay Now button so your client can pay each scheduled payment online as it comes due.
Without Stripe, you can still send the invoice with its payment schedule and collect each payment manually (cash, check, bank transfer, etc.), then log it.
Key thing: make sure the invoice is linked to a project and contact so it can actually be sent and so the schedule's due dates can reference the project where applicable.
How this differs from sending separate invoices
You could send a separate invoice for a deposit and another for the balance, but partial payments are the better approach because:
Everything lives on one invoice tied to one project
The client sees the full total and the schedule in one place
You don't have to track two invoices to know whether you've been paid in full
Related articles
Invoices & Billing
Setting up Finance Settings
Paying an Invoice in the Client Portal
Connecting Stripe to TalleFlow