{"id":6716,"date":"2026-05-22T21:53:27","date_gmt":"2026-05-22T21:53:27","guid":{"rendered":"https:\/\/www.simplywise.com\/blog\/?post_type=ufaq&#038;p=6716"},"modified":"2026-05-22T21:53:28","modified_gmt":"2026-05-22T21:53:28","slug":"how-do-i-add-a-deposit-or-down-payment-requirement-to-my-estimate","status":"publish","type":"ufaq","link":"https:\/\/www.simplywise.com\/blog\/ufaq\/how-do-i-add-a-deposit-or-down-payment-requirement-to-my-estimate\/","title":{"rendered":"How do I add a deposit or down payment requirement to my estimate?"},"content":{"rendered":"<style>.ewd-ufaq-post-margin-symbol { color: #181c3f !important; }.ewd-ufaq-faq-title .ewd-ufaq-post-margin-symbol span { font-size: 20px !important; }.ewd-ufaq-faq-display-style-block:hover .ewd-ufaq-post-margin-symbol, .ewd-ufaq-faq-display-style-block:hover h3 { color: #fff7f7 !important; }.ewd-ufaq-faq-display-style-border_block:hover .ewd-ufaq-post-margin-symbol, .ewd-ufaq-faq-display-style-border_block:hover h3 { color: #fff7f7 !important; }.ewd-ufaq-faq-header-title a { font-family: 'Inter', sans-serif !important; }div.ewd-ufaq-faq-title h3 { font-family: 'Inter', sans-serif !important; }div.ewd-ufaq-faq-title h3 { font-size: 20px !important; }div.ewd-ufaq-faq-title h3 { color: #181c3f !important; }div.ewd-ufaq-faq-post p { font-family: 'Inter', sans-serif !important; }div.ewd-ufaq-faq-post p { color: #110e0e !important; }div.ewd-ufaq-author-date { font-family: 'Inter', sans-serif !important; }div.ewd-ufaq-faq-category-title h2 { font-family: 'Inter', sans-serif !important; }div.ewd-ufaq-faq-categories, div.ewd-ufaq-faq-tags { font-family: 'Inter', sans-serif !important; }div.ewd-ufaq-faq-categories, div.ewd-ufaq-faq-tags { font-size: 12px !important; }div.ewd-ufaq-faq-categories, div.ewd-ufaq-faq-tags { padding: 10px !important; }.search-field {\r\n  width: 100% !important;\r\n  max-width: 900px !important;\r\n  margin-left: 0 !important;\r\n  margin-bottom: -20px !important;\r\n}\r\n.ewd-ufaq-faq-category-title {\r\n  display: none !important;\r\n}\r\n#ewd-ufaq-text-search {\r\n  width: 100% !important;\r\n  border-radius: 4px !important;\r\n  font-size: 18px !important;\r\n  box-sizing: border-box !important;\r\n  padding: 20px !important;\r\n}\r\n.ewd-ufaq-faqs {\r\n  margin-top: 0px !important;\r\n}\r\nul.ui-autocomplete {\r\n  display: none !important;\r\n}\r\n.ewd-ufaq-faq-div {\r\n  margin: 0 !important;\r\n  padding: 0 !important;\r\n}\r\n@media (max-width: 768px) {\r\n  h1.entry-title {\r\n    margin-top: 10px !important;\r\n    margin-bottom: 10px !important;\r\n    font-size: 30px !important;\r\n  }\r\n  \r\n  div.ewd-ufaq-faqs div h3 {\r\n    font-size: 18px !important;\r\n  }\r\n}<\/style><div  class=\"ewd-ufaq-faq-list ewd-ufaq-page-type-distinct ewd-ufaq-category-tabs-\" id='ewd-ufaq-faq-list'>\n\n\t<input type='hidden' name='show_on_load' value='' id='ewd-ufaq-show-on-load' \/>\n<input type='hidden' name='include_category' value='' id='ewd-ufaq-include-category' \/>\n<input type='hidden' name='exclude_category' value='' id='ewd-ufaq-exclude-category' \/>\n<input type='hidden' name='orderby' value='title' id='ewd-ufaq-orderby' \/>\n<input type='hidden' name='order' value='asc' id='ewd-ufaq-order' \/>\n<input type='hidden' name='post_count' value='-1' id='ewd-ufaq-post-count' \/>\n<input type='hidden' name='current_url' value='\/blog\/wp-json\/wp\/v2\/ufaq\/6716' id='ewd-ufaq-current-url' \/>\n\t\n\t\n\t<div class='ewd-ufaq-faqs'>\n\n\t\t<div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-6716-MhmxFuk3Fz' data-post_id='6716'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >B<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tHow do I add a deposit or down payment requirement to my estimate?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t\n<p class=\"wp-block-paragraph\">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 <strong>Message<\/strong>, <strong>Notes<\/strong>, or <strong>Disclaimer<\/strong> fields before sending the estimate.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You can access these fields on the <strong>Preview Estimate<\/strong> screen before sending your estimate to the client.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<h2 class=\"wp-block-heading\">How do I create an invoice with a payment schedule?<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">To create a quick invoice from scratch:<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Open the app from the home screen<\/li>\n\n\n\n<li>Tap the blue <strong>+<\/strong> button in the lower right corner<\/li>\n\n\n\n<li>Select <strong>Invoice<\/strong> from the pop-up menu<\/li>\n\n\n\n<li>Tap <strong>From Scratch<\/strong><\/li>\n\n\n\n<li>Enter invoice details such as date, invoice number, client information, etc.<\/li>\n\n\n\n<li>Tap the <strong>+<\/strong> under <strong>Items<\/strong> to add invoice items<\/li>\n\n\n\n<li>Tap <strong>Add Field<\/strong> to include a <strong>Payment Schedule<\/strong><\/li>\n\n\n\n<li>Tap the <strong>+<\/strong> under <strong>Payment Methods<\/strong> to add payment options<\/li>\n\n\n\n<li>Tap <strong>Next<\/strong> when ready<\/li>\n\n\n\n<li>Select the folder where you would like to save the invoice<\/li>\n\n\n\n<li>Tap <strong>Continue<\/strong><\/li>\n\n\n\n<li>On the <strong>Preview Invoice<\/strong> screen, tap <strong>Edit<\/strong> to make changes or <strong>Send Invoice<\/strong> to send it<\/li>\n<\/ol>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<h2 class=\"wp-block-heading\">How do I create an invoice from a saved estimate?<\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Navigate to the folder where the estimate is saved<\/li>\n\n\n\n<li>Tap the three dots in the upper right corner<\/li>\n\n\n\n<li>Select <strong>Create Invoice<\/strong><\/li>\n\n\n\n<li>On the <strong>Invoice Customization<\/strong> screen, choose either:\n<ul class=\"wp-block-list\">\n<li><strong>All Line Items<\/strong>, or<\/li>\n\n\n\n<li><strong>Summary<\/strong><\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Tap <strong>Next<\/strong><\/li>\n\n\n\n<li>Confirm all invoice details are correct, including:\n<ul class=\"wp-block-list\">\n<li>Issue date<\/li>\n\n\n\n<li>Due date<\/li>\n\n\n\n<li>Invoice number<\/li>\n\n\n\n<li>Client information<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Make sure a <strong>Client<\/strong> is selected<\/li>\n\n\n\n<li>Tap <strong>Add Field<\/strong> to add:\n<ul class=\"wp-block-list\">\n<li>Payment schedules<\/li>\n\n\n\n<li>Photos<\/li>\n\n\n\n<li>Attachments<\/li>\n\n\n\n<li>Additional fields<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>To include payment methods, tap <strong>Add Payment Method<\/strong><\/li>\n\n\n\n<li>Tap <strong>Next<\/strong><\/li>\n<\/ol>\n\n\n\n<ul class=\"wp-block-list\">\n<li>If the button is gray, a required field is missing. Look for any fields marked in red.<\/li>\n<\/ul>\n\n\n\n<ol start=\"11\" class=\"wp-block-list\">\n<li>Tap <strong>Send Invoice<\/strong> to send or <strong>Edit<\/strong> to make additional changes<\/li>\n<\/ol>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<h2 class=\"wp-block-heading\">How do I add a payment schedule to an invoice?<\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Open the invoice<\/li>\n\n\n\n<li>Tap <strong>Edit<\/strong><\/li>\n\n\n\n<li>Tap <strong>Add Payment Schedule<\/strong><\/li>\n\n\n\n<li>Enter the payment type\/details<\/li>\n\n\n\n<li>Tap <strong>Add Payment Schedule<\/strong> again to add additional payments if needed<\/li>\n\n\n\n<li>Tap <strong>Back<\/strong><\/li>\n\n\n\n<li>Tap <strong>Update<\/strong><\/li>\n\n\n\n<li>Send the updated invoice from there<\/li>\n<\/ol>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<h2 class=\"wp-block-heading\">How do I send an invoice?<\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Open the folder where the estimate is saved<\/li>\n\n\n\n<li>Tap the three dots in the upper right corner of the estimate<\/li>\n\n\n\n<li>Select <strong>Create Invoice<\/strong><\/li>\n\n\n\n<li>Add invoice details such as:\n<ul class=\"wp-block-list\">\n<li>Issue date<\/li>\n\n\n\n<li>Due date<\/li>\n\n\n\n<li>Invoice number<\/li>\n\n\n\n<li>Client information<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Add any deposit or payment method details<\/li>\n\n\n\n<li>Tap <strong>Next<\/strong><\/li>\n\n\n\n<li>Select a folder where you would like to save the invoice<\/li>\n\n\n\n<li>Tap <strong>Continue<\/strong><\/li>\n\n\n\n<li>Tap <strong>Send<\/strong><\/li>\n<\/ol>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<h2 class=\"wp-block-heading\">How do I apply payments to an invoice?<\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Open the folder where the invoice is saved<\/li>\n\n\n\n<li>Tap the invoice<\/li>\n\n\n\n<li>Tap <strong>Payments<\/strong> at the top<\/li>\n\n\n\n<li>Tap <strong>Record Payment<\/strong> and enter payment details<\/li>\n\n\n\n<li>Tap <strong>Save<\/strong><\/li>\n\n\n\n<li>Tap <strong>Send<\/strong> to send the updated invoice showing applied payment(s)<\/li>\n<\/ol>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div>\n\t<\/div>\n\n\t\n<\/div>","protected":false},"excerpt":{"rendered":"<p>B 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 [&hellip;]<\/p>\n","protected":false},"author":7,"comment_status":"closed","ping_status":"closed","template":"","ufaq-category":[15,34,36],"ufaq-tag":[153,65,127],"class_list":["post-6716","ufaq","type-ufaq","status-publish","hentry","ufaq-category-cost-estimator","ufaq-category-invoices","ufaq-category-payments","ufaq-tag-deposit","ufaq-tag-invoice","ufaq-tag-payment-schedule"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v21.2 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How do I add a deposit or down payment requirement to my estimate? - SimplyWise Cost Estimator<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.simplywise.com\/blog\/ufaq\/how-do-i-add-a-deposit-or-down-payment-requirement-to-my-estimate\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How do I add a deposit or down payment requirement to my estimate? - SimplyWise Cost Estimator\" \/>\n<meta property=\"og:description\" content=\"B 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. 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