You can now request a deposit every time you send your client an estimate as part of your approval process. Just like your invoices, you can request a deposit as a percentage, flat amount and even accept payment through PayPal or Stripe.
Do I have to convert my estimate into an invoice after I receive the deposit?
No, The estimate will automatically be converted into an invoice once payment is successfully received. There's no need to manually convert the estimate into an invoice.
Am I still able to accept a client signature on my estimates when I request a deposit?
Yes, you will still be able to request a client signature. When you request both a signature and a deposit, you client will first be prompted to sign the estimate. Once they sign, they will be directed to a checkout screen where they can pay their deposit through PayPal or Stripe.
How do I request a deposit on an estimate?
In the edit screen for your estimate, scroll down until you find the Request Deposit toggle switch
Toggle the switch on and select a deposit type and amount
Review your deposit information and send the estimate.
Your customer will be directed to a checkout screen where they can submit payment. Upon successfully payment, the estimate will automatically be converted into an invoice. They will be able to view the invoice immediately by hitting the invoice tab on the checkout screen.
You will receive notification of successful payment. The newly created invoice will display the estimate number of the converted estimate at the top of the edit screen.
