Use deposits and partial payments

Deposits and partial payments help businesses reserve time, materials, or limited capacity before final delivery.

Set payment rules

1. Choose when a deposit is required.
2. Define the deposit amount and when the remaining balance is due.
3. Explain terms on the customer-facing page or quote.

Connect to checkout or invoice

1. Add deposit settings to the offer, booking, or invoice.
2. Preview the customer payment step.
3. Confirm the customer record shows the deposit status.

Collect the balance

1. Create a follow-up invoice or payment link when the balance is due.
2. Track paid, pending, and overdue status.
3. Update fulfillment or booking status after payment.

Good to know

• Deposits should make the commitment clearer.
• Always state what the customer receives after paying.

Use this guide as a starting point, then adjust the setup to match how your team actually works with customers.