Customers · 2 min read
A deposit has a receipt
A deposit has a receipt. This desk note is about money taken before the work is done. It fits a business that still has one decision-maker.
Sequence
Do it in this order: write a receipt and keep a copy. Stop when the next step needs a number you do not have. Inventing the number is not a step.
The habit to drop
The expensive habit is a deposit remembered but not written. Replace it with a line on paper you can find next week.
The note is done when both of you could prove the deposit. If a customer, a supplier, or a tax date is involved, use the real date, not a rounded one.
The "Customers" page stays practical only while it names an owner and a next action. Money taken before the work is done without a next action is a wish.
A desk note. It does not predict revenue, and it is not tax, legal, or accounting advice.