Create a deposit based on a specific dollar amount or a percentage of the job total directly on the job details page!
ADD A DEPOSIT
Open the job details page
Scroll down to 'Deposit' in blue, located directly under Subtotal, Total, and Discount
Click 'Add deposit OR +'
Select if the deposit type is a specific dollar amount ($) OR 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'.
SENDING DEPOSITS
Sending a deposit is an identical process as sending an invoice.
After adding your deposit, click the 'Invoice' button
Select your 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.
Things to know:
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 deposit invoice D-100.