Take a customer deposit

Last updated: June 20, 2026

Learn the concept
This is the step-by-step. For what it is and how it fits the bigger picture, read Customer Deposits in the reference.

What this does

Use Customer Deposit to take money from a customer before you invoice them. Cloudby holds it as a Customer Deposit, ready to apply to invoices later.

Before you start

You need the customer, and the account that receives the money.

Open Customer Deposit

Go to Menu > Finance > Customer Deposit.

Steps

  1. Click Create and pick the Customer.
  2. Enter the Amount, a Description and the Date.
  3. Set Receive By and the Receiving Account, with Payment Details.
  4. Use Received Payment to record it, and Approve when ready.
Customer DepositsCustomerCustomer: Acme Sdn Bhd▾Amount2,000.00Receiving AccountMaybank▾Utilisation0 of 2000 usedReceived Payment
A customer deposit simplified mockup

Using the deposit later

Open it and choose Utilise Deposit to apply it to a sales invoice, or Refund Deposit for unused money. A bar shows the balance left.

Good to know. The deposit sits in your Customer Deposit account (a liability) until you apply or refund it.

Related

  • Receive a customer payment
  • Pay a vendor in advance