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When a customer signs a proposal, you usually want to collect a deposit right away. Instead of building that first invoice by hand every time, you can let Menaia do it for you. With Invoice Automations turned on, a deposit invoice is created automatically as soon as a proposal is signed — and if you want, it’s emailed to the client without you lifting a finger. These settings live in your branch’s invoice settings, so you can turn them on for one branch and leave them off for another.
Invoice settings are part of your workspace settings. If you don’t see them, your role may not include access — ask an admin on your team to make the change or grant you access.

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Open Invoice Automations

1

Go to Invoices settings

From Settings, open Invoices. This is where you tailor how invoices work for each branch.
2

Pick the branch

If your company has more than one branch, use the branch selector at the top right to choose the one you want to set up. Each branch has its own automation settings.
3

Stay on the Overview tab

The Overview tab is selected by default. The Invoice Automations panel is right there.

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Turn on automatic deposit invoices

The Invoice Automations panel has two checkboxes that work together.
1

Check Auto Create Deposit Invoice

Tick Auto Create Deposit Invoice. From now on, whenever a proposal is signed in this branch, Menaia creates a deposit invoice for that job automatically. The setting saves on its own — there’s no separate Save button, and you’ll see a brief confirmation.
2

Optionally check Auto Send Deposit Invoice

If you also want each new deposit invoice emailed to the client the moment it’s created, tick Auto Send Deposit Invoice. With this off, the deposit invoice is still created automatically — it just waits for you to review and send it yourself.
Auto Send depends on Auto Create. You can only turn on sending while creating is on, and if you ever turn off Auto Create Deposit Invoice, sending switches off with it.
For automatic sending to work, the client needs an email address on file. If there’s no email, the deposit invoice is still created for that job — you’ll just need to add the client’s email and send it manually.

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How to turn it off

To stop creating deposit invoices automatically, uncheck Auto Create Deposit Invoice. Sending turns off at the same time. Any deposit invoices already created stay exactly as they are — turning the setting off only changes what happens for proposals signed from that point on.

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What happens next

Once it’s on, every signed proposal in that branch produces a deposit invoice you can find with your other invoices. From there you can review it, preview the document, record a payment, or send it on whenever you’re ready.
If your team builds a payment schedule on the proposal, the deposit invoice follows that schedule’s deposit. If you remove the deposit from the schedule — or change it so it’s no longer the deposit — signing that proposal won’t auto-create a deposit invoice.

Create an invoice

Prefer to build one yourself, or need an extra invoice beyond the deposit? Here’s how to create an invoice by hand.

Send and resend

Review a deposit invoice before it goes out, send it to the client, or resend it if they need another copy.