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Marking an estimate deposit request as paid

 

If you’ve sent an estimate to your client with a deposit request attached, you can mark it as paid using the steps outlined in this article. 

If you want to learn how to add different payment methods to estimate deposit requests, please check out this article first.

Note: Adding a deposit request to an estimate without online payments enabled is not currently available for Android devices.

If you have online payments enabled:

When you send an estimate with a deposit request to your client, they can pay the deposit directly within the payment portal. Once paid, the estimate will be approved and automatically converted into an invoice.

If you don’t have online payments enabled or if your client uses another payment method (direct transfer, check, cash, or other):

When your client receives the estimate and visits the payment portal, they’ll select a payment method and make the payment outside the portal. Once paid, they’ll click a button to notify you of the payment. You’ll get an email from invoice2go@communications.2go.com with that information, so you can go and confirm that you’ve received the payment.

Once you’ve confirmed that the payment has come through, you can manually mark the deposit as paid. Here’s how: 

Marking the deposit request as paid 

  1. In the email you received, tap/click Mark deposit as paid. This will take you to the app, where you’ll sign in to view the estimate.
  2. Select the payment method used to pay the deposit 
  3. Select the date the deposit was paid 
  4. Tap/click Done

Once completed, the estimate will be automatically considered approved and converted into an invoice. 

Not seeing the email? 

If you don’t see the email from Invoice2go asking you to confirm the deposit has been paid or if your client didn’t click the notify button, you can manually mark the deposit as paid using the following steps. 

iOS

  1. Open the estimate for which you need to add a payment
  2. From the preview and manage screen, tap Mark deposit as paid
  3. Select the payment method used to pay the deposit 
  4. Select the date the deposit was paid 
  5. Tap Done

Web

  1. Open the estimate you need to add a payment to
  2. Click Mark deposit as paid
  3. Select the payment method used to pay the deposit 
  4. Select the date the deposit was paid 
  5. Click Done
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