Help Center | Deposit Collection | Help Center

Collect deposits upfront during job creation or before service delivery.

Deposit Options

Deposits can be configured as:

Percentage of total (e.g., 50%)

Fixed amount (e.g., $500)

Full prepayment (100%)

Collecting Deposits During Job Creation

In the Job Wizard, reach the Deposit step

Configure deposit amount/percentage

Click Collect Now or Request Deposit

Process payment via Stripe

Deposit recorded against job

Deposit Collection Flow

System calculates deposit amount

Customer directed to Stripe Checkout

Payment processed securely

Confirmation displayed

Job continues with deposit recorded

Deposit on Invoices

For invoice deposits:

Create invoice for deposit amount

Collect payment

Create final invoice for balance

Reference deposit in notes

Tracking Deposits

Deposits appear in payment history

Balance reflects remaining amount

Full audit trail maintained

Collect deposits upfront during job creation or before service delivery.

Deposit Options

Deposits can be configured as:

Percentage of total (e.g., 50%)

Fixed amount (e.g., $500)

Full prepayment (100%)

Collecting Deposits During Job Creation

In the Job Wizard, reach the Deposit step

Configure deposit amount/percentage

Click Collect Now or Request Deposit

Process payment via Stripe

Deposit recorded against job

Deposit Collection Flow

System calculates deposit amount

Customer directed to Stripe Checkout

Payment processed securely

Confirmation displayed

Job continues with deposit recorded

Deposit on Invoices

For invoice deposits:

Create invoice for deposit amount

Collect payment

Create final invoice for balance

Reference deposit in notes

Tracking Deposits

Deposits appear in payment history

Balance reflects remaining amount

Full audit trail maintained

For Your Customers

For Your Technicians

For Your Business

Deposit Collection

For Your Customers

For Your Technicians

For Your Business

Deposit Collection

Deposit Options

Collecting Deposits During Job Creation

Deposit Collection Flow

Deposit on Invoices

Tracking Deposits

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Related Articles

Deposit Options

Collecting Deposits During Job Creation

Deposit Collection Flow

Deposit on Invoices

Tracking Deposits

Was this article helpful?

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