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Record a deposit and a balance

A deposit and a balance are two amounts on one order, each with its own date, rather than two documents. You set them the day the order is taken: what came in now, and what is still owed on delivery. The order carries both for the whole build, so at any point it can answer what is paid and what is left without anyone reconstructing it from a bank feed — and each amount mirrors into your income the moment it is marked paid.

How it goes

01

Add the order

Customer, the piece and its price, and the date you promised. If the order arrived as a message, share the screenshot with the assistant and it drafts all of that for you to check.

02

Split the price

Set the deposit and the balance on the order. They do not have to be halves, and a third stage is simply a different split — what matters is that the two figures add up to what the customer agreed.

03

Mark the deposit paid when the money lands

You record the payment; nothing is charged through Ordamo and no card is stored. Until you mark it, the order shows the deposit as agreed but not collected.

04

Mark the balance paid when the piece goes out

One button on the order. The order closes as fully paid, and the customer's page says so too, on the same link they have had since the start.

The order moves through these while the money sits half-collected. The status is what the customer's own page reads from, so it is worth keeping honest.

StatusWhat the customer sees
QuoteAwaiting your confirmation
ConfirmedConfirmed
In productionIn production
Production completeBeing prepared
ReadyReady for you
In transitOn its way
Picked upDelivered
DeliveredDelivered

What it changes elsewhere

The part you cannot discover by clicking, and the reason most of these questions get asked twice.

Two income rows, kept in step

Each leg mirrors into Income when it is marked paid. Correcting the figure on the order moves the income row with it — they were allowed to drift once, and a database trigger closed that in September 2026.

The customer's page, immediately

The link you already sent shows the new figures the moment you save. There is no second thing to send and no version of the page that is out of date.

The pending total across every open order

What is outstanding everywhere is one figure on the orders list rather than a sum you build by opening each order in turn.

The order's margin

Revenue on the order is the agreed total, not what has landed so far, so the margin does not swing as payments arrive. What moves it is cost.

What it doesn't do

Named here, so you find out now rather than in week two.

No invoice document

No legal numbering, no PDF, no VAT return. The order carries the figures; your invoicing tool or your accountant issues the paper.

Nothing is charged automatically

No stored card, no payment schedule that fires on a date. Your bank details or your own payment link sit on the customer's page and the money moves between you and them.

Nothing chases

The order moves into a state that says it is time to ask. Sending the message is one tap, and it is still you who sends it.

Questions

Can I take payment in three stages instead of two?

Yes. An order holds what has been paid and what is still owed, and a payment is recorded when it arrives rather than on a schedule Ordamo runs. Three stages are the same object as two: money in against one order, and a figure still outstanding you can read rather than add up.

What if the customer pays more than the deposit we agreed?

Correct the figure on the order. The income row that mirrors it moves with the correction, so the order and your income do not end up telling two different stories about the same payment.

Is a customer deposit income?

In Ordamo it is recorded as income on the date it is marked paid, because that is the date the money reached you. Whether your accountant books it as revenue or as a liability until you deliver is a question about your books, not about the order, and it is worth asking them.

Batch costs, and what they writeNext →
Ordamo · Order #1042
Isabella RossiIn productionSent to the client · 3 views
Deposit in · 1 AugBatch B-07 cost · 22 AugBalance in · due 26 Sep+$1,660−$1,880+$1,925.60half of $3,320this order's sharepending
Real margin$1,44043.4%forecast until the balance is in
7 items · Larch Dining Table ×1 · Spindle Dining Chair ×6Subtotal$3,320Tax 8%$265.60Order total$3,585.60
Ordamo · Order #1042
Isabella RossiIn production
Deposit · 1 Aughalf of $3,320+$1,660
Batch B-07 · 22 Augthis order's share−$1,880
Balance · due 26 Seppending+$1,925.60
Real marginforecast until the balance is in$1,44043.4%
7 items · Larch Dining Table ×1 · Spindle Dining Chair ×6Sent to the client · 3 viewsSubtotal$3,320Tax 8%$265.60Order total$3,585.60

Run one order all the way through, and see it for yourself.

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