How do I add a deposit or down payment requirement to my estimate?

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How do I add a deposit or down payment requirement to my estimate?

Currently, the estimate feature does not include a built-in down payment or deposit requirement option. However, you can still include deposit details by adding them in the Message, Notes, or Disclaimer fields before sending the estimate.

You can access these fields on the Preview Estimate screen before sending your estimate to the client.

How do I create an invoice with a payment schedule?

To create a quick invoice from scratch:

  1. Open the app from the home screen
  2. Tap the blue + button in the lower right corner
  3. Select Invoice from the pop-up menu
  4. Tap From Scratch
  5. Enter invoice details such as date, invoice number, client information, etc.
  6. Tap the + under Items to add invoice items
  7. Tap Add Field to include a Payment Schedule
  8. Tap the + under Payment Methods to add payment options
  9. Tap Next when ready
  10. Select the folder where you would like to save the invoice
  11. Tap Continue
  12. On the Preview Invoice screen, tap Edit to make changes or Send Invoice to send it

How do I create an invoice from a saved estimate?

  1. Navigate to the folder where the estimate is saved
  2. Tap the three dots in the upper right corner
  3. Select Create Invoice
  4. On the Invoice Customization screen, choose either:
    • All Line Items, or
    • Summary
  5. Tap Next
  6. Confirm all invoice details are correct, including:
    • Issue date
    • Due date
    • Invoice number
    • Client information
  7. Make sure a Client is selected
  8. Tap Add Field to add:
    • Payment schedules
    • Photos
    • Attachments
    • Additional fields
  9. To include payment methods, tap Add Payment Method
  10. Tap Next
  • If the button is gray, a required field is missing. Look for any fields marked in red.
  1. Tap Send Invoice to send or Edit to make additional changes

How do I add a payment schedule to an invoice?

  1. Open the invoice
  2. Tap Edit
  3. Tap Add Payment Schedule
  4. Enter the payment type/details
  5. Tap Add Payment Schedule again to add additional payments if needed
  6. Tap Back
  7. Tap Update
  8. Send the updated invoice from there

How do I send an invoice?

  1. Open the folder where the estimate is saved
  2. Tap the three dots in the upper right corner of the estimate
  3. Select Create Invoice
  4. Add invoice details such as:
    • Issue date
    • Due date
    • Invoice number
    • Client information
  5. Add any deposit or payment method details
  6. Tap Next
  7. Select a folder where you would like to save the invoice
  8. Tap Continue
  9. Tap Send

How do I apply payments to an invoice?

  1. Open the folder where the invoice is saved
  2. Tap the invoice
  3. Tap Payments at the top
  4. Tap Record Payment and enter payment details
  5. Tap Save
  6. Tap Send to send the updated invoice showing applied payment(s)