Applying Deposits to Quotes

A deposit is a percentage of the total Quote amount that you can request upfront when a Quote is accepted. This can help secure jobs and improve cash flow.

How to Apply a Deposit

You can add a deposit to any Quote or Template:

1. Open a Quote or Template for editing.
2. Navigate to the Settings tab.
3. Enter a percentage into the Deposit Due field (e.g. 30 for 30%).
4. Once entered, a Deposit Due line will appear in the Quote Total summary.

The Deposit Due amount will update automatically if the customer selects Optional Items or modifies Editable Quantities.

What Happens When a Quote with a Deposit is Accepted?

Xero or QuickBooks Integration (if enabled)

• A deposit invoice is automatically created when the Quote is accepted.
• The customer is presented with the invoice immediately, and a link to the invoice is saved to the Quote. Note: The invoice is not automatically emailed from Xero or QuickBooks.
• If your Xero or QuickBooks setup includes online payment options, the customer can pay the deposit directly from the invoice.

Zapier and Webhooks

• The Quote Accepted event includes deposit data.
• This allows you to trigger deposit-related actions in other apps or systems (e.g. workflows, notifications, CRM updates).

💡 Tips

• The remaining balance can be invoiced later, either in full, or as several Split Invoices.
• Deposits are optional. Leave the field blank if you don’t want to request one.