Add a Deposit to a Job
Create a deposit based on a specific dollar amount or a percentage of the job total directly on the job details page!
To add a deposit to a job:
Open a job
Scroll down to Line items
Click Add deposit (located directly under "Total")
Select the deposit type:
Dollar amount
Percentage
Enter the deposit due date and value
Click Save
Send a Deposit
Sending a deposit follows the same process as sending an invoice. Once sent, your customer receives an email with the deposit amount due and, if enabled, a link to pay online.
🔎 Learn more about sending invoices
Take a Deposit Payment
Taking a deposit payment follows the same process as taking any other payment in Housecall Pro. After you've added a deposit to the job, use the Pay button to record the payment.
🔎 Learn more about taking payments
Things to Know
If a deposit is based on a percentage of the job total, it won't automatically update if line items or materials are added later. Delete the deposit and create a new one to reflect the updated job total.
Click the X next to the deposit on the Job details page to delete it.
If a deposit has been partially or fully paid, you must refund the payment before deleting the deposit.
For multi-day jobs using segments, add the deposit to only one segment. Don't include any other segments when sending the deposit.
Each deposit has its own invoice and invoice number. If Job ↔ Invoice Number Sync is enabled, the deposit invoice uses the job number with a D- prefix (for example, Job 100 creates deposit invoice D-100).
Need help?
We're here for you! Chat with Support using the Blue Chat Bubble in your Housecall Pro account, or give us a call at (858) 842-5746.