Deposits on an estimate
Ask for a deposit when your client approves, let them pay it online, record one paid another way, and how it moves to the invoice.
Written By Timothy Murenzi
Overview
An estimate can ask for a deposit when your client approves. With online payments on, they pay it as soon as they sign.
Watch it: the Finances lesson in Campus, step 3, “Send it and get an answer”, chapter 7, “Deposits” (starts at 2:17).
Turn it on
Connect WorkPay or Stripe in Settings › Studio › Integrations and apps. Then in Settings › Studio › Finances › Getting paid, turn on Clients can pay the deposit when they approve an estimate. The money is held as a deposit until the estimate is invoiced.
Set the deposit
Set Deposit in the estimate’s fees box as a percent or an amount. A line can carry its own deposit too. Your client sees the deposit due on approval at the bottom of their page.
Your client pays
After they sign, Sign and continue to payment takes them to pay the deposit by card or bank.
Record a deposit paid another way
Click the estimate’s status and choose Record deposit payment. Pick the method, amount and date, and attach a receipt if you like.
What happens next
When you Convert to invoice, the deposit moves to the invoice as its first payment.
To give a deposit back, click the estimate’s status and choose Refund deposit. It opens the same refund dialog as an invoice.
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