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Adding a Deposit Request To An Invoice Or Estimate

Requesting deposits from clients is an essential part of your business that helps get the job started, and confirms bookings.

Please note, to add a deposit request to an invoice, online payments will need to be enabled on your account. You can add different payment options for estimate deposit requests using the steps outlined in this article. 

The following steps walk you through how to add a deposit to your invoices (the same steps will apply for estimates):

iOS and Android

  1. From the invoice creation screen tap Deposit request
  2. Tap Deposit type and choose whether to set the deposit amount to a percentage of the total cost or a fixed amount
  3. Enter the deposit amount 
  4. Tap Due date and choose a date
  5. Toggle on/off the option to add the same deposit request to all future invoices (only applicable to percentage-based deposit requests)
  6. Tap Save

Web

  1. From the invoice creation screen click on Add deposit request
  2. Click on either Percent (%) or Fixed ($) to set the deposit type
  3. Enter the deposit amount
  4. Enter the deposit due date
  5. Toggle on/off the option to add the same deposit request to all future invoices (only applicable to percentage-based deposit requests)
  6. Click on Save

Now that your deposit request has been added to your document, don't forget to send the document to your client. Your clients will not see the updated deposit information if you're adding a new deposit request to an existing document, or editing an existing deposit request unless the most updated document has been sent.

If your client makes a deposit on an estimate, your document will automatically be converted into an invoice for you and will be considered approved. You'll also receive an email letting you know your document has been converted.

After sending the invoice or estimate to your client, they will be asked to make a payment. The client can either pay the deposit amount or the full document amount. Once a payment has been submitted, your deposit request will be marked as complete and you will receive both an email and an in-app notification for your records. The deposit payment will automatically be reflected in the document transaction history and outstanding balance.

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