How to add a deposit to a job

Learn how to add a deposit to your invoices to send to your customers and invoice them for just the deposit amount.

Ian avatar
Written by Ian
Updated over a week ago

Create a deposit based on a specific dollar amount or a percentage of the job total directly on the job details page! 


1. Open the job details page

2. Scroll down to 'Deposit' in blue, located directly under Subtotal, Total, and Discount

3. Click 'Add deposit OR +

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

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

6. Set the deposit due date by typing in the given field, or selecting from the drop down calendar.


Sending a deposit is an identical process as sending an invoice.

1. After adding your deposit, click the 'Invoice' button

2. Select your invoice settings, and click 'Next'

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

  • Choose your payment settings (if providing online payment)

4. Click 'Send

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.

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