How to Create a Deposit Invoice in Xero
- George Apostolov
How to Create a Deposit Invoice in Xero: step-by-step guide
On Xero's main dashboard, head over to the top menu bar and click 'Projects'.
Choose 'All Projects' from the list of options.
Following that, find and open the project you want to use.
Tap 'Invoice' in the top-right corner.
Subsequently, select 'Deposit' to proceed.
Choose your preferred invoice basis, then enter the corresponding value into the provided input field.
Once done, tap 'Open Draft Invoice'.
Fill out the input fields with the required information. You may retain some default information or revise the others according to your needs.
Finally, review your input and then tap 'Approve & Email' or 'Save & Close' to create your Xero deposit invoice.
Quick answer: To create a deposit invoice in Xero, navigate to Projects, select your project, and click Invoice then Deposit. Choose your invoice basis and enter the value, click Open Draft Invoice, fill out the required information, and finally select Approve & Email or Save & Close.
About this Xero tutorial
Generate a deposit invoice for your Xero projects by selecting your project, entering the deposit details, and approving the draft. This guide shows how to create a Deposit Invoice in Xero in 9 steps, starting with "On Xero's main dashboard, head over to the top menu bar and click 'Projects'" and finishing with "Finally, review your input and then tap 'Approve & Email' or 'Save & Close' to create y...". The interactive demo above is a click-through copy of the real Xero interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does it take to create a Deposit Invoice in Xero?
9 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your Xero data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under Xero. Related guides: How to Create a Proforma Invoice in Xero, How to Delete a Bill in Xero and How to Delete a Contact in Xero. Last reviewed 05 Oct 2026.
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