Deposit Types
Configure deposits based on your business needs:
- Percentage Deposit: Percentage of total estimate (e.g., 25%, 50%)
- Fixed Amount: Specific dollar amount regardless of total
- Conditional: Required only on jobs over certain amount
- Progressive: Deposits at different project milestones
Setting Deposit Requirements
Add deposits to your estimates:
- In the estimate, toggle "Require Deposit"
- Select deposit type (percentage or amount)
- Enter deposit value
- Add deposit terms and conditions
- Set deposit due date if applicable
- Deposit amount shown clearly on estimate
Collecting Deposits
Multiple ways to collect deposits:
- Online Payment: Customer pays when accepting estimate online
- Payment Link: Send payment link via email or SMS
- In-Person: Collect at time of estimate with mobile card reader
- Phone Payment: Process card over phone
- Check/Cash: Record manual deposit payment
- Built-in Billing: Charge saved payment method on acceptance
Tracking Deposits
Monitor deposits and remaining balances:
- View deposit status on estimate dashboard
- Track pending, collected, and refunded deposits
- Calculate remaining balance after deposit
- Apply deposits to final invoice
- Handle deposit refunds for cancelled jobs
- Generate deposit collection reports