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Adding different payment methods to estimate deposit requests

 

Want to add a deposit request to an estimate that doesn't have online payments turned on?

Here’s how to add other payment methods within your account settings so they’re available for each estimate you create.

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

Adding payment methods for deposit requests

iOS

  1. Tap the profile icon in the top right corner of the home screen
  2. Tap Client payment options
  3. Tap Add payment method
  4. Choose your payment method (direct transfer, check, cash, other)
  5. Add Payment details (account number, send to address, etc.)
  6. Tap Save

Web

  1. Click your company name in the upper right corner 
  2. Click Account & settings
  3. Click Client payment options
  4. Scroll down to Other payment methods 
  5. Click Add payment methods 
  6. Choose your payment method (direct transfer, check, cash, other)
  7. Add Payment details (account number, send to address, etc.)
  8. Click Save
  9. Click Save again

Sending a deposit request with your payment methods

Once you’ve added your payment methods in settings, you can enable all or some of them for each estimate you create with a deposit request.

Those payment methods and their payment details will appear at the bottom of the estimate.

iOS

  1. Open the estimate for which you wish to add a deposit request 
  2. Tap Deposit request
  3. Tap Deposit type and choose whether to set the deposit amount to a percentage of the total cost or a fixed amount
  4. Enter the deposit amount 
  5. Tap Payment methods
  6. Toggle on the payment method(s) you wish to accept and then tap the back arrow in the top left corner
  7. Tap Due date and choose a date
  8. Toggle on/off the option to add the same deposit request to all future estimates (only applicable to percentage-based deposit requests)
  9. Tap Save

Web

  1. Open the estimate for which you wish to add a deposit request 
  2. Click Add deposit request 
  3. Click either Percent (%) or Fixed ($) to set the deposit type
  4. Enter the deposit amount
  5. Check which payment method(s) you’d like to include (direct transfer, check, cash, other)
  6. Enter the deposit due date
  7. Toggle on/off the option to add the same deposit request to all future invoices (only applicable to percentage-based deposit requests)
  8. Click Save
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