Getting paid

Online payment on a DeskOps invoice runs through Stripe. The customer opens the Pay link from the email — no account, no app, no sign-in — and pays by card or, when your Stripe account is set up for bank payments, by bank transfer (ACH). When bank transfer is on, the page leads with Pay by bank, because a bank payment costs you less to accept than a card, and says it takes 3–5 business days to clear; the card button sits right under it at the same price. The invoice flips to paid on its own when the money confirms, and the customer gets a receipt. Without a payment processor connected, the same page shows your pay-by-check instructions instead of a card button, so an invoice is never a dead end. Square payments can be imported into DeskOps, but DeskOps invoices are not paid through them.

Two fees, both taken from the payout, never added to the customer's bill. Stripe charges its processing fee. DeskOps charges a platform fee only on a bank transfer (ACH) through DeskOps: 0.4% of that payment, never more than $100 per payment. Card payments carry no DeskOps fee, and neither do cash, checks or payments imported from Square. Your customer pays exactly the invoice total. Refund a bank payment through DeskOps and its fee comes back in proportion; a lost dispute or a bank return returns the fee on that money too, while a won dispute keeps it. The rate changes only with thirty days' written notice. Online payments states the rate; while you write an invoice, a line under Total, seen only by you, estimates what you'd receive. Fee lines appear on an invoice only after a payment: Stripe's processing fee — and a “You receive” line with what reaches your bank, a bank payment's DeskOps fee included.

No. Your customer pays exactly the total on the invoice, whichever way they pay, and the card fee comes out of your payout. DeskOps doesn't add a card surcharge or a convenience fee, because the rules are strict and differ by state: some states ban surcharges, others cap them or set how the price must be shown, and card networks don't allow a surcharge on debit or prepaid cards at all. What works everywhere: build your card costs into your prices, so there is one price however someone pays, or turn on bank payments, which cost you less to accept. If you type a card-fee line onto an invoice or quote yourself, it is charged whatever the customer pays with, including bank transfer and cash, and the line says so while you write it. If you want a surcharge anyway, check your state's rules and your card processor's requirements first.

Your money leads with the next deposit — the amount, the day it arrives, and the bank account it lands in — because that is the question people are actually asking. Under it is the ledger of past payouts, each with the to-the-cent story of which payments it contains and what came off in fees. On a phone the same story is one tap away, on the Manage payouts page. If Stripe has taken money back — a chargeback and its fee, or a refund larger than what was settling — it says how much is held back and what your next deposit will be net of it, rather than quoting a figure you will not receive. Manage payouts opens Stripe's own payout controls inside DeskOps, so you can change the schedule or the account without leaving. Owner-only. An amount DeskOps cannot read shows as a dash, never as $0.00.

Paid on an invoice means the customer's payment confirmed; it does not mean the money reached your bank. Stripe decides its verification requirements and payout timing. It may ask for ID, business information or a bank statement before your first payout, or review the account later. Open your connected Stripe account and follow the requests shown there; submit documents to Stripe, not in a customer invoice or chat. Home shows a warning when Stripe reports details due, paused payouts or a payout-bank problem. A request Stripe may make someday is not a task due now. Check the payout status and your linked bank in Stripe if the deposit is late; bank processing and holidays can also delay it. DeskOps cannot release a Stripe hold or promise an arrival date while Stripe reviews your account.

Add a change appears for the owner on an accepted or converted DeskOps-native quote with no sales tax and a verified original signed revision. It drafts additional work or replaces an accepted item with a positive price increase; it does not rewrite the signed offer. Review the draft and send it through the normal customer-approval flow. Nothing is billed just by opening Add a change or creating the draft; the customer must approve before the change enters the final invoice.

On an excluded accepted or converted quote, open Why can’t I add a change? for its reason: a different payment rail, sales tax, an unverified signed revision, or an existing change quote (open its original signed quote). Draft and still-open quotes do not have this signed-work action. Scope reductions, zero-price changes and taxed changes are not available yet; do not use a positive change to represent a credit. The fuller amendment workflow remains deferred.

Review the corrected draft, change its items and save. The original remains payable while you edit. Send the corrected draft when it is ready: DeskOps retires the original and its payment link, issues the replacement with a new number, and sends one email explaining which invoice replaces which. The statement keeps the void original and the replacement. Drafting a correction sends nothing; repeated taps reopen the same draft. Discarding that draft leaves the original in place. If a payment arrives before Send, the replacement is refused so you can review that payment first. This action is for ordinary unpaid DeskOps invoices. Paid or credited invoices, processor invoices, agreement or recurring invoices and invoices using the newer tax protocol keep their existing correction paths. If the replacement email fails, the original remains retired; retry delivery from the corrected invoice rather than creating another bill.

Yes. Text from my phone opens your Messages app with the customer's number and an invoice link filled in. Review the message and press Send yourself; it goes from your own number. DeskOps does not send this text for you. The action appears when the customer has a phone number and this is an issued, unpaid invoice, including a part-paid one. Finish any tax review first. If the action is missing, check the customer's phone number. If your device cannot open Messages, use Copy link and paste it into a message yourself, or Share when your device offers it. No customer email address is needed. History records Text opened, not a sent message: DeskOps cannot confirm delivery or whether you pressed Send. Opening Messages does not mark the invoice paid. A view-only invoice link still shows payment instructions; texting it does not turn on online payments.

Mark paid is the close-out for money that arrived outside DeskOps — a check in the mail, cash on the job, a bank transfer you took directly. It records the payment against the invoice so the balance, the Money page and your tax position all move together. A partial amount leaves the invoice part-paid with the remainder still owed. If Mark paid was a mistake, the invoice detail has an undo for it — except for a payment dated in a month you have closed, which stays as it is. If that payment had left the invoice overpaid and the extra was kept as the customer's account credit, the undo takes the unused credit back too; if the customer has already used it, the undo says so and nothing changes. If the customer really paid you, leave it alone. A payment that belongs to an invoice is taken back from the invoice, never deleted from the Money page on its own, so the invoice and your revenue can never disagree.

An invoice takes one payment at a time, so the same bill is never collected twice. If your customer has the online payment page open, recording cash or charging their saved card closes that page first. If they already paid online, or a bank payment or card charge is still being confirmed, DeskOps stops and tells you which, and nothing is collected. Wait for that outcome in the invoice History, then collect only what is still owed. On an invoice Stripe sends, cash you record closes Stripe's own invoice first; if Stripe cannot, nothing is recorded and you are told why.

The extra belongs to your customer, so DeskOps holds it as credit on their account and never sends it back on its own. The invoice shows how much was overpaid and what has happened to it since. Refund or keep it offers the way back that fits how they paid. A card or bank payment is refunded on that same payment. Cash or a check is something you hand back yourself; tell DeskOps how and it records it. Keeping it moves nothing at that moment; the credit remains available for a later invoice or refund. If the payment that caused the overpayment is undone, the unused credit is taken back and the invoice says so. The customer's receipt tells them the extra is held for them. The accountant package lists the credit you still hold at year end as money you owe.

The button shows the exact amount DeskOps can use: the smaller of the credit held and the invoice balance. Confirm it to lower the amount due; no new money is collected. The customer record continues to show any credit left, and if a credit has been held a long time it adds a quiet note inside the credit card: money held for a customer for a long time may need to be reported under your state’s unclaimed-property rules, so apply it, refund it, or ask your accountant. To give credit back instead, open the overpaid invoice and choose Refund or keep it.

For invoices DeskOps sends, it chases automatically on a fixed ladder: a note three days before the due date, one on the due date, then reminders at three, seven and fourteen days overdue. Five in total, then it stops. An invoice that lives on Stripe's or Square's own invoice page gets up to three past-due reminders instead, a week apart. Each email carries the Pay link. On a computer the invoice doesn't list past reminders; on a phone, Activity shows the last one and the count. An invoice that is paid, voided or marked paid drops off the ladder at once. Automatic reminders wait while a payment is processing or being checked. They resume after a failed payment’s hold clears; unreadable status waits for the next run. Reminders are about a bill, not marketing, so a customer who unsubscribed from your campaigns still receives them. If the invoice email bounced, the invoice says so — Email bounced — which is your cue to fix the address or call. The Communications screen lists this ladder alongside everything else DeskOps sends for you.

The Settings tab on Get Paid holds the defaults every new document starts from, in four sections (on a phone, one picker under the tabs). Invoices: payment terms (net 30 and the rest), a default tax rate, the level of pricing detail shown, and the tip setting for the pay page. Invoice details also has Next invoice number: you can move it forward, never back, and a number already used is never used again. Quotes: how many days a quote stays open, the deposit asked on acceptance, the note and the terms printed on every quote, and whether follow-ups go out on day 3 and day 7. Contracts bill through the invoice defaults, and the Contracts sub-tab says so. Templates: which starter each new quote, invoice and recurring agreement opens with, and the templates you saved with Save as template on a quote (on a phone, in the quote's Manage menu). Each invoice or quote can override its own terms when you write it. DeskOps adds no late fees. Ask your attorney before adding one to your own terms. Past-due reminders still go out, with no fee on them, and a charge you are owed can always be added to an invoice as a line you type.

Yes. Online payments has two switches, Bank transfer and Card, both on to start; at least one always stays on, and the last one on says why it can't be turned off. The choice applies when your customer pays, on every unpaid invoice: the pay page offers only what is on, and a request for a way you turned off is refused. Invoices already open on your own Stripe page, and your Stripe contracts, change to match when you flip a switch; an open Square invoice keeps the ways it was created with, and DeskOps names it so you can change it in Square. Bank transfer is the lowest cost, with DeskOps's 0.4% fee capped at $100; card processing fees apply to cards. With Card off, no new cards can be saved and no new automatic payments set up, while automatic payments customers already agreed to keep running until you or they stop them.

On the pay page a customer can add a tip when you allow it. A tip is never pre-selected and "No tip" is always one tap; the suggestions are flat dollar amounts scaled to the size of the bill, not percentages, because nobody tips 20% on a furnace install. You set the largest invoice a tip may be offered on, or turn tips off. Until you set it, the prompt follows your trade: on where tipping is customary (cleaning, moving, hauling, grooming, salons and the like) and off where it is not (roofing, fencing, concrete, HVAC and plumbing installs). The tip arrives with the payment; the invoice shows no separate tip line. It stays separate from the invoice balance and is recorded as tips income. The cash received includes that tip, less any processing fee.

A refund issued from DeskOps goes back to the card or bank the customer paid with, through Stripe. If the invoice has a customer email, they get a short refund notice. Card payments carry no DeskOps fee; for a bank (ACH) payment that carried one, the DeskOps fee on the refunded portion comes back to you in proportion. A payment taken through Square is refunded in Square, not from DeskOps, and the refund then comes into DeskOps. Cash or a check you hand back yourself; Record a refund books it. A partial refund leaves the invoice showing what was kept and what went back; a second partial refund is allowed. The Money page and your tax position pick the refund up as a negative, so revenue is never overstated. A refund you issue inside your Stripe dashboard instead of DeskOps still reaches DeskOps, but the platform fee may not come back on its own — tell support and it is put right.

When a customer tries to pay online and the card is declined, the invoice stays unpaid and the record says so in words — when they tried, the card, and that nothing was charged. Their pay link keeps working, so a different card goes through, or you record a payment if they pay another way. A chargeback is different: the customer's bank has already pulled the payment back, plus a dispute fee, while it decides. The invoice reads Disputed; its note says how much was taken (on a phone that amount leads the invoice, under Held by the bank), why the bank says it was raised, and the date to answer by. You reply with your evidence on Stripe. DeskOps emails you the moment a dispute opens and keeps it at the top of Home (Needs attention on a computer) until the bank decides. Download dispute kit, in that note, gathers your evidence under Stripe's headings and lists what's missing; it never submits anything. If the bank sides with you the money returns; if not, it stays with the customer and the fee is not returned. The fee is booked as a processing fee on the day it was taken, and comes off again if it is handed back.

Enter the amount to credit against its original lines, choose Forgiven balance, and check Total credit before issuing. On a $1,000 invoice paid $900 by check, a $100 credit closes the remaining balance. DeskOps keeps the $900 payment and collected income unchanged; it does not invent another payment or an expense. Any tax credit uses the invoice’s saved rate, capped at the tax originally charged. Credit notes work on ordinary issued invoices independently of the sales-tax settings rollout.

A credit above the remaining balance requires an explicit account-credit or refund choice. A balance-reducing credit can be undone from its confirmation or the invoice’s Credit notes section: the original credit stays in history, an opposite entry restores what is owed, and the customer statement shows both dates. Undo is refused while a collection is in progress or the reversal date is locked. Credits that created account credit or a refund, and credits reported to Stripe Tax, need their corresponding correction workflow instead.

For cash-basis taxes, an unpaid amount that was never income does not become a deductible expense merely because you forgive it. Your accountant can review the credit and its journal in the books.

Voiding keeps the invoice in your records with its number, marked void, so numbering stays continuous and nothing disappears from history. If the invoice had been sent, the customer gets an Invoice cancelled email so they do not pay it. An invoice with any payment recorded on it — even part of the total — cannot be voided: undo the recorded payment or refund it first. A Square invoice is voided in Square, not from DeskOps. A draft that was never sent is simply discarded. If the invoice's month is already closed, that month stays exactly as it was closed and the void is booked on today's date instead.

Some trades must print numbers on the customer's copy — a plumbing or electrical license, an EPA 608 certificate, the permit for a water heater or a panel change. DeskOps asks only when your trade and the work call for them, and prints them on the invoice and the pay page. Business credentials are asked once: type one on any document and it is saved and filled in after that (on a computer you can also set them under Trade credentials; on a phone, Business profile holds your license number). A permit number is asked on the invoice, never the quote, because it doesn't exist until the work is approved, and it is asked per job: the last one is offered ("use it only if this job is on the same permit") so a follow-up visit is one tap. A plumbing quote asks only for the license and never blocks sending; the invoice still needs it.

Bill a batch turns every finished, priced job that has not been invoiced yet into draft invoices, one per customer. A customer's jobs are combined onto one draft, and split into separate drafts only where their tax rates differ, so no invoice ever carries two rates. Nothing is sent: you open each draft, check it and send it when it reads right, and each invoice gets its number and Pay link when you send it. Owner-only, and offered on trades that use the jobs board. It is built for a week of finished route or service work billed at once; a one-off bill is a normal invoice.

Send a “save a card” link, or the customer chooses Save a card on an eligible invoice's payment page. They enter the card and explicitly agree on Stripe's secure page; DeskOps never receives its number. Saving does not charge it or automatically pay invoices. On an unpaid invoice that has been emailed to that customer, choose their card and explain the charge; the agreement promises they see the invoice first. The receipt identifies amount, card and reason; History names the actor. A split payer needs their own identity and consent: a homeowner's card cannot pay an insurer's share. A decline charges nothing. Bank confirmation requires canceling the original attempt before offering a new payment link. An uncertain outcome stays pending; elapsed time does not prove failure. If a successful charge needs bookkeeping recovery, the same payment finishes recording without another charge. Wait for confirmation before collecting again. Use the invoice's Refund action. Delayed confirmation cannot erase a refund; history preserves the cumulative refunded amount.

Saved-card and automatic-payment confirmations come from your business. They identify Stripe as holding the card number and explain that DeskOps keeps the card brand, last four digits and the authorization for your business, with a Privacy Policy link. Each confirmation includes the customer's original agreed authorization verbatim; a copy change never rewrites a signed agreement.

New agreements start with the customer confirming they are the cardholder or allowed to use the card, and say that contacting your business about a wrong charge does not limit their rights with their card issuer. If your customer record has no email, the copy goes to the email they gave on the card page. Charge only within what they agreed to: a charge outside it is your responsibility, and you must show the agreement if your customer, Stripe or a card network asks.

If the customer has an email address, Ask for a card sends the consent request in one step. The customer follows the link, enters their card on Stripe's secure page and agrees explicitly. If the request was not emailed, the screen says so and offers a link to copy and share. While that request is open, Cards on file checks automatically and shows when the card arrives; returning to the customer page also refreshes it. An existing saved card does not count as completion of a new request. After Stripe returns the customer, DeskOps checks the recorded consent before confirming that the card is on file. If confirmation is delayed, they can check again without entering the card twice. The confirmation email repeats the exact agreement and when it was given, and carries a Remove this card link the customer can use at any time; saved-card receipts carry it too. Saving remains optional and does not charge the customer. Eligible invoice payment pages also offer Save a card, so the owner does not have to send a separate request every time. The owner can see the card's last four digits, consent date and exact agreement, and use Remove when the customer asks to withdraw consent.

Where enabled, split an unpaid original DeskOps invoice into draws whose percentages or amounts sum exactly to its total. The source is voided. Draw 1 is sent if the source was sent, otherwise drafted. Send later draws in order; retries return the same draw. Hold up to 50% retainage and release it once after the last draw. Voided draws remain marked unbilled and are excluded from retainage.

To split between payers, open Split into draws and choose By payer. Each share has its own recipient, invoice and payment link; it cannot use another payer's saved card. A draw, payer share, or retainage invoice cannot itself be split: choose either draws or payer shares for the original invoice. You cannot split a draw again between homeowner and insurer. If both are needed, choose one supported plan. A payment on a draw does not record which payer sent it; only payer shares keep payers apart (a memo can note who paid). Never add a separate invoice for money already in the original or its draws. Processor-hosted invoices cannot be split. Signed-quote deposits/balances work separately. Des can guide you; you confirm the split in the app.

A quote begins as Simple service, Measured work, Labor + materials, Choose your option, or blank, with the ones that fit your trade first; Recurring service sets up a contract instead. Before your first quote the empty Quotes list also offers Use a saved template; after that, use Templates → Edit. Invoices offer Simple, Measured, Labor + materials and From an accepted quote, which keeps what was accepted, any deposit paid and the balance due. A starter never invents a price or a tax rate and never carries another customer's details. Save a quote with Save as template (a button on a computer, the Manage menu on a phone); editing a template makes a new version and sent documents keep theirs. Get Paid → Settings, in the Templates tab, sets the default starter and lets you rename, reorder or delete. A line you price at 0 sends as Included — no charge — and prints that word on the accept page, the PDF and the invoice; a described line with no price at all stops Send with Price needed.

On the Items step a Format row names the starter, with Change beside it. Change lists the formats for that document and alters this quote or invoice only: your customer, prices and lines stay, and a blank form gets the new starter's lines. Choose your option adds option shapes such as Repair and Replace for you to price; otherwise changing format never adds unpriced lines to a priced quote, and it never changes your saved default. With Ask each time on, the choices open when you reach Items; with it off, your default opens from every door. A sent quote or invoice has no composer, so its format can't change. Recurring service is chosen when starting new work and opens a contract, so it isn't in Change. An unsaved document survives a screen-width change. Switching businesses closes the composer; the draft is kept for that business and offered back next time. On a phone, Back from Review returns to Items.

An invoice that went out before Stripe was connected is stored as a check-or-cash invoice: its page shows the total and no Pay button, and connecting Stripe afterwards does not change an invoice already sent. Add a Pay link sends that same invoice again with online payment turned on — the same number, the same amount owed, now payable by card or bank from the link your customer already has. Nothing is duplicated and nothing is charged: the customer still chooses to pay. The action appears only while it would change something (the invoice is sent and unpaid, Stripe is connected, and the customer has an email on file); an invoice already carrying a Pay button, a paid one, or one under a chargeback never shows it.

The customer opens the quote from their email and taps Accept & sign; their typed name is an ESIGN Act signature stored with the quote. They are emailed their signed copy (with a Notice of Cancellation when one applies). Your “Quote accepted” email lists any duty DeskOps can't do for you. What happens next is your choice under "When they accept". With a jobs board, the default books an undated job: it shows on the jobs board and on Home under "Needs a date", and you invoice from the job or the quote when the work is done. Without a board, the option reads "Invoice it when the work is done". With a deposit, that choice is replaced by Bill the balance: the deposit invoice is issued at acceptance and the balance follows when the job is done (or once the deposit is paid, if you chose that). "Create and email the invoice right away" sends the customer straight to the Pay link. Those two show Converted. A customer can decline with a reason, and opening the quote marks it viewed.

Save your signature once and every quote can go out signed by you. The first time you send a quote without one, DeskOps offers to save it — draw it with your finger on a phone, or type your name on a computer (Draw instead is there too). Your printed name always goes under it. Choose Not now and it won't ask again on that device. With a signature saved, the slider reads Slide to sign & send on the first send to an email (Slide to send it again on a resend, and Slide to sign & create the link when the customer has no email), and the quote is signed only when you slide it. The quote PDF shows your signature and printed name, and the customer's signed copy notes that you signed. Changing your signature later never changes quotes you already sent — each one keeps the signature it went out with. As the owner you can also switch on, per team member, who may send quotes signed with your signature; that member then chooses on each send: their own signature (Sign as yourself, or Sign as and their name), yours (Sign as and your name), or Send without signing.

Quotes in DeskOps are price proposals. For new quotes in Arizona, California, Colorado, Connecticut, Illinois, Massachusetts, Maryland, Maine, Minnesota, New Jersey, Nevada, New York, Oregon, Pennsylvania, Texas, Virginia and Washington, the quote screen, customer page, PDF and email show the same short reminder: use a separate signed contract before home-improvement work starts. DeskOps has not verified the quote as a complete home-improvement contract. Both signatures and the acceptance evidence are still kept; accepting the quote does not replace the separate contract. Older issued or signed documents keep the wording and evidence they carried. Other states keep their existing notices. Ask your attorney about the contract your business needs.

The field shows when the Job site state under Job details — or, if that is blank, your business's state — is Massachusetts. Massachusetts home-improvement contracts list the contractor's identifying number (M.G.L. c.142A §2(a)(2)). The statute's list names social security numbers, but DeskOps never asks for or stores one: you choose which number prints — your home-improvement registration number or your business EIN, written as 12-3456789. If what you type looks like a Social Security number, DeskOps refuses it and says why. The number you choose prints with the quote's job details, and the send confirm stops listing it as missing.

Job details are optional answers that decide which cancellation rules and state requirements apply: where you are making the deal, the job site's state, home or business, whether an insurance claim is paying, and approximate start and completion dates (these print on the quote). Leave any blank and DeskOps takes the careful reading — it assumes the deal was made at the customer's home, so a cancellation notice is never left off. In California it also asks whether the buyer is 65 or older and whether the repair follows a declared emergency, which give a longer cancellation window; unanswered, the longer window is counted. In Indiana you can add who handles the customer's questions, specifications, anything that could change the completion date, and anyone else supplying labor or materials. On an insurance-claim quote, covering the customer's deductible is refused where banned and flagged elsewhere. Where a state words its own insurance-claim or storm-repair notices, they print on the quote before your customer signs (on a roofing quote, even if you haven't said); where it sets no words, DeskOps tells you instead.

A project title and up to three short lines tell your customer what the quote is for before they read the numbers, for example "Cedar privacy fence for the Alvarez home" with a line or two about the work. Both are optional and written by you; DeskOps never writes them for you. Your customer sees them above the total on the quote page, and the quote PDF prints them under "Prepared for", before the line items. The introduction is limited to three lines so the total stays on the first screen of a phone. Quotes without one look exactly as before.

Record a cancellation is there while the quote is Accepted, before it becomes an invoice, and asks who cancelled. If the customer backed out, pick how it reached you — email, mail, in person, text or phone — and DeskOps keeps a record of it: the day it arrived, the job's state, and whether it came inside the cancellation window counted for that state in business days. A late one is still kept, marked late, never thrown away; for a mailed one the date it was sent can matter, so keep the envelope. The record stays even if you delete the quote later. Your customer can also cancel from the quote link they accepted, but only when their signed copy included a Notice of Cancellation — the record is made the same way and you get an email. Pick "You" when the customer did not cancel. Any refund of a deposit is yours to send from the invoice.

Florida and Texas both require a lien notice in a home-improvement contract, handed over before your customer signs. On a Florida home job over $2,500, DeskOps adds Florida's construction lien notice, in the capital bold type the law asks for. Your customer confirms it before accepting, and their acceptance dates it. On the PDF the notice gets its own page: before acceptance, with lines for their signature and date; after an online acceptance, with the date they confirmed it. On a Texas home job, DeskOps adds Texas's "Know your rights and responsibilities" disclosure. Both are the states' own words, printed exactly. When you haven't said whether the job is at a home, the notice is included. It is left off when you mark the job as a business. The lien notice box on an invoice is your own wording and is printed under a plain "Notice" heading.

Yes. A California home-improvement quote over $500 carries California's own "Right to Cancel" notice and its Notice of Cancellation form, word for word and in bold, beside the federal notice. It's three business days, five when the buyer is 65 or older, and seven for repairs after a declared emergency (state, federal or local). Set Job site state to California under Job details, then answer the two California questions there, and the quote carries the right one. Leave them blank and it carries the longest that could apply, and you are told so when the customer accepts. California's notice is left off when you mark the deal as made at your place of business, or the job as a business. The quote also carries the other notices California requires in the contract: the Mechanics Lien Warning, the Contractors State License Board notice, your customer's right to a signed copy, and the note about extra work and change orders.

The question appears when the Job site state — or, if that is blank, your business's state — is Florida or Arizona. Florida and Arizona each have their own cancellation notice for sales where you sought out the customer at their home, a "home solicitation sale". Neither applies when the customer called, booked or invited you. So on a Florida or Arizona job DeskOps asks once. Answer "No — we reached out first" and the quote carries the state's own words: Florida's "Buyer's right to cancel" statement, or Arizona's "Notice to buyer" and its Notice of Cancellation. Answer "Yes" and it carries the federal notice only. Leave it blank and the state's notice is included, and you are told so when the customer accepts. The federal three-day notice is on either way whenever the federal rule applies.

Yes. New Jersey gives your customer three business days to cancel any home-improvement contract over $500, wherever it's signed. The contract must carry the state's "Notice to Consumer", word for word and in bold, with your business name, address and phone number, and DeskOps adds it to the quote. It fills those three details in from your business profile. If one is missing, the notice can't be printed, and you're told what to add when your customer accepts. Under New Jersey's rule, your customer cancels by registered or certified mail with a return receipt, or by handing you a written notice. Money paid must be refunded within 30 days.

Illinois has a consumer pamphlet, "Home Repair: Know Your Consumer Rights", for home repair and remodeling contracts. DeskOps adds it, word for word, to every Illinois home-repair quote, whatever the amount. It isn't added to landscaping work, which Illinois's law doesn't cover. Over $1,000, Illinois also asks your customer to sign and date a Consumer Rights Acknowledgment, which you sign too, in duplicate. DeskOps reminds you when the quote is accepted. A customer 65 or older, sold at home by a salesperson they didn't invite, may cancel within 15 business days. Set Job site state to Illinois under Job details (or leave it blank when your business is in Illinois), then answer the two Illinois questions there so DeskOps counts the right window; unanswered, it counts the longer one.

Oregon requires three notices from its Construction Contractors Board on a home construction or improvement job over $2,000: the Consumer Protection Notice, the Notice of Procedure, and the Information Notice to Owner About Construction Liens. DeskOps adds all three, in the board's own words, and your customer signs them when they accept. The lien notice must also be handed to the owner in person or mailed by registered, certified or first-class mail with a certificate of mailing — without that you can't claim a lien. DeskOps reminds you when the quote is accepted.

In some states, a customer whose job is paid by an insurance claim can cancel for a few days after the insurer decides the claim, not only after signing. On an accepted quote marked "an insurance claim is paying", open Insurer's decision. Record the date of the insurer's written decision, the day your customer was told, the day the insurer received proof of loss, or the official start of work. DeskOps then counts your customer's cancellation window from it, and only ever makes that window longer, never shorter. Dates can't be edited. If you record a wrong one, record the right one too; both stay on file.

When your customer accepts a quote, DeskOps asks for the email their signed copy should go to, filled in with the one you have. Below it there's an option for a paper copy, and they can choose both. The signed copy matters: it carries their cancellation notice. If they ask for paper, you're told in the "Quote accepted" email, and the quote shows Paper copy requested until you mark it given. Download the signed copy, hand or mail it to them, then tap Mark given. DeskOps records the date.

A quote can carry a deposit as a percentage of the total. When the customer accepts, the deposit invoice is issued and paid first. The balance invoice is issued either automatically when the deposit is paid, or when you mark the job complete — your choice per quote. The quote list shows a small chip for each deposit quote: the percentage, and whether the deposit is paid or still awaited. A balance can never be issued twice. If you refund a deposit in full, the quote no longer counts it as paid and an unpaid balance invoice is voided; if you refund part of it after the balance was sent, DeskOps tells you that amount is not on any invoice, so you can decide whether to bill it. Where the job is in a state that limits deposits, a quote can't ask for more: California caps home-improvement deposits at the lesser of 10% or $1,000. The state is read from the job's address — the site address first, then the customer's — and from your business address only when neither names one.

Yes, twice, when the quote has a customer email: a follow-up three days after the quote went out, and another at seven days, each with the link to accept. They stop the moment the quote is accepted, declined or expired, and you can turn them off with Quote follow-ups. The follow-ups show in Emails → Sent; the quote's history shows when the link went out and when it was opened. Quotes carry an expiry date so an old price does not stay open forever; the default is set in Get Paid → the Settings tab → Quotes under Quotes expire after (30 days if you never set it), and can be changed on each quote. Sending the same quote again does not change its price, its expiry or its number.

Yes. The open editor keeps the entered payers and shares when the layout switches between phone and desktop. Each payer's role, name, email and share stay grouped. On narrow phones, draw amounts appear below the editable name and share so the name remains readable. Changing a share disables Send until its new preview is checked. If the connection fails, the editor keeps your details and explains what to do; after a lost sending response, check the invoice before trying again. Closing the editor or opening a different invoice starts a fresh split draft.

For a contract DeskOps invoices, enter the new service price before tax and choose an invoice date 14 to 30 days ahead. Confirm that your customer agreement allows the change without a new signature, then review the price and date. DeskOps emails the customer a notice with an online cancellation link. Earlier invoices, booked visits and the original agreement keep their records. The existing automatic-payment authorization stays active: a different total still gets its separate amount-and-date notice at least 10 days before charging. If delivery is unknown or late, the new price is held and the contract shows why. A future change can be corrected through Update scheduled price while at least 14 days remain and its notice is not sending; a new notice replaces the earlier one and keeps its history. An already issued invoice prevents changing the price behind it. Legacy processor contracts clearly direct you to change the price in that processor.

Only if your customer agrees to it for that contract. Creating, pausing or resuming a contract never charges a card, and a card saved on file does not count as agreement. It needs Stripe connected and card payments on. Turn on Email automatically first, then use Ask to pay automatically: your customer gets a secure Stripe page showing the exact amount, how often, and the first date, and enters a card for that plan only. From then on, each new invoice is emailed first and charged to that card after. A charge of a different amount is emailed to them at least 10 days before it happens. If the invoice changes after that, nothing is charged at the old amount: your customer is emailed the new amount and a new date at least 10 days out, and you are told. Every receipt carries a Stop automatic payments link, and you can Turn off at any time. A missed payment is never charged late; you are both told. A one-time setup fee rides on the first invoice only: $59 plus a $25 setup fee is $84 first, then $59. A contract billed through your own Stripe account is emailed and collected by Stripe instead; automatic payments here are for contracts DeskOps invoices.

If a charge is declined, nothing is charged and the invoice stays open. DeskOps emails your customer a Change my card link and the invoice's Pay link, tells you, and tries again 3, 5 and 7 days after the first decline; after the last try it stops. Your customer can change the card themselves on a secure page and agree to the same plan again — a waiting retry then goes to the new card. If the card expires before the next payment, your customer is emailed about two weeks ahead to change it. Invoice reminders wait while a payment is scheduled, including its retries, and resume once the last try fails or automatic payments are turned off. If your customer disputes an automatic payment with their bank, automatic payments for that contract turn off and you are told; a refund leaves them on. You can also hand a customer that link yourself: Automatic payments → Send change-card link.

Removal blocks later use in DeskOps before contacting Stripe, and the customer is emailed a confirmation naming the card. Customers can also remove it themselves from the link in their emails; you are notified when they do. The agreement and charge records are kept seven years. It does not cancel a payment already in progress; that email says so when one had started, and invoice History shows its outcome. A failed status update remains unresolved until it is checked again. Keep the customer’s request in mind before collecting another payment: removing a saved card does not refund an earlier charge or cancel the invoice.

Saved-card and automatic-payment confirmations name your business and include the exact authorization the customer signed, including older versions. Stripe holds the card number; your business does not see it. DeskOps keeps the card's brand, last four digits and the authorization for your business; Stripe holds the full card number. The confirmation links to the Privacy Policy. Changing the email wording never changes an existing signed authorization.

A temporary pause stops new card requests and charges, or new project splits and draw invoices. You can still see payment history and remove a saved card. Payments already underway continue to be checked, including refunds. Existing project plans and issued invoices remain available. If a payment is still being checked, wait for its confirmed outcome before trying to collect again. Des can explain these screens; you confirm payment actions yourself.

Tap Too high, Chose someone else, Not ready, No reply or Other. It is optional. Canceling opens the canceled quote so you can choose or leave it blank. Your reason is labeled Owner reason and kept separately from any words the customer left when declining. The list says Reasons known for k of n declined, lapsed or canceled quotes shown; Des’s quote scorecard uses all quotes in the requested period and states the same coverage. Missing reasons stay unknown. Canceled quotes remain outside the win rate. A reason is your record; it does not send a message or reopen the quote.