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Down Payment Invoice Generator POC

Upload a Sales Order or Zoho invoice PDF → review the extracted numbers → generate a tax-inclusive down-payment invoice.

Why this tool exists

Neither Genius nor Zoho can produce a clean tax-inclusive 50% down-payment invoice on their own, so this tool fills the gap.

  • Genius can't: an order isn't entered into Genius until it's paid, and it can't be invoiced until it's complete and shipped. A down payment happens before either of those, so Genius has no invoice to generate at that point.
  • Zoho technically can, but not correctly: Zoho can generate an invoice, but only for the full order amount, not a 50% down payment. Reps have worked around this by adding a negative line item for -50% of the total — but if the order has tax, that math breaks too, so the result isn't a true, clean 50% down invoice.

This tool reads the source PDF directly and builds a proper down-payment invoice — correct line items when available, correct tax-inclusive grand total, and a clean percentage split — without touching Genius or Zoho's invoicing logic.

1. Upload Sales Order or Invoice PDF

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Click to choose a PDF or drag one here
Works with Genius Sales Order PDFs and Zoho Sales Order invoice-style exports

2. Review & edit extracted data

Double-check every field below — extraction can misread unusual layouts. Nothing is final until you generate the invoice.

Line items

# Item # Description Qty Unit Price Line Total
Line Subtotal$0.00
Sales Tax
CC Fee
Order Total incl. tax
Default 50%. Change to whatever split the order calls for (e.g. 30, 100). Deposit math uses the Order Total incl. tax above.
50% Down Payment Due Now$0.00
Balance Due (remainder)$0.00

3. Generated invoice

Review the preview below, then print/save as PDF.