A list of frequently asked questions about deposits in quotes and invoices
Yes, Tradiecore supports you adding deposit amounts to the quotes that you send.
Deposits give you the option of requesting partial payment of a job from your customer for the approval of a quote.
When sending a quote, you can now add either a deposit percentage or a specific amount that the customer is required to pay, for a quote to be accepted.
Use the Deposits section of a quote to add your preferred deposit amount to the quote.
To add a deposit,
Deposits can only be added to a quote after you enter all the items that you are quoting for, this is because the deposit amount is calculated based on the total value of all the items that you include in your quote.
The quote status changes to approved and the related job status changes to confirmed.
You are recommended to contact the customer to schedule and organise commencement of work.
Currently, Tradiecore only accepts bank transfers as the accepted form of payment for deposits.
The bank details that you have entered in Tradiecore are included in the quote pdf that is sent to your customer.
Tradiecore will include additional payment methods such as digital payments in the future.
The invoice will show the deposit amount that the customer paid as a credit value.
Like any item on the item list, you can remove a deposit if you do not want the amount deducted from an invoice.
To remove a deposit,