Open a job to view the Job details page.​

In the Line items section of the Job page, click the Add Deposit button in blue, located directly under Subtotal, Total, and Discount

Select if the deposit type is a specific dollar amount ($) OR a percentage (%)

In the space provided, type the dollar or percentage amount of the deposit

Set the deposit due date by typing in the given field or selecting from the drop-down calendar and clicking Save.

After adding your deposit, click the Invoice (paper airplane) icon.

Select your deposit invoice and payment settings, and click Next.

Select if you'd like to send the deposit via text or email

Click Send

Your customer will receive an email notifying them of the due deposit and a pay online link (if you have included that option).

When your customer clicks on Pay Online, they will be taken to the page below.

To delete a deposit, enter a zero (0) in the dollar amount or percentage field and save.

If a Job has a deposit applied, it will NOT automatically update if any line items or materials are added afterwards. You must delete the deposit, then re-enter.

If using segments for multi-day jobs, add the deposit to just 1 segment. Do not attach any other segments when sending off for deposits.

Each deposit will have its own invoice and invoice number. If you have the job<>invoice number sync setting, the deposit will share the same number as the job. Ex. Job 100 will have a deposit invoice D-100.

If a deposit has been partially or fully paid, the payment must first be refunded before the deposit itself can be deleted.