Add and Collect Deposits
Deposit amounts can be added to or collected from the estimate.
To add or collect a deposit from the estimate, watch the instructional video below, then use the steps and screenshots below for reference as needed:
Open an estimate of your choosing.
Navigate to the more button at the bottom of the estimate.
3. Choose Set Deposit Amount.
4. Choose either a set percentage amount, create a percentage or a dollar amount.
5. Click Save.
To Collect the Deposit:
Click More at the bottom of the Estimate.
2. Select Collect Deposit.
3. Enter the deposit details.
4. Click Save.
That’s it! Now you have added and collected a deposit to your estimate.
Once a deposit has been made, an additional status of “Deposit Due” will populate next to your estimate status.
Once a deposit has been collected, an additional status of “Deposit Paid” will populate next to your estimate status.
- To edit a deposit amount once it has been created, click More then Edit Deposit Amount.