Getting paid · Quotes
Can I take a deposit on a quote?
ComputerOpen Get Paid, then Quotes tab, + New quote and set a deposit percentage on the quote.
PhoneOpen Get Paid, then Quotes and + New 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.