Can I take a deposit on a quote?

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.