Collect Deposits on Estimates

You can require a deposit when sending estimates to customers. This ensures that you secure partial (or full) payment before work begins.

This article will walk you through how to set up this functionality for your business.

When you’re creating an estimate, you have the option to add a deposit requirement before sending it to your customer. The deposit can be set as either a flat dollar amount or as a percentage of the total estimate, up to 100%.

Once the deposit is added and the estimate is sent, your customer will be required to pay that amount before they can approve the estimate. Estimates with paid deposits will automatically be copied to new jobs.

To require deposits by default on all future customer-approved estimates, follow these steps:

Before sending to the customer, you must add a deposit amount to your estimates. This can be a flat dollar amount, or a percentage of the Estimate total, up to 100%.

When sending the Estimate, you can choose to require the deposit or not when the customer approves. This will be required by default after enabling the functionality, but can be overridden on an individual Estimate basis.

From here, you can also select the payment methods you would like to allow from the customer, or if you don’t want to require a deposit and only want to require a credit card on file.

After approving the estimate, the customer will be prompted to pay the deposit using the payment methods you enabled for that estimate.