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Collect a Deposit for Estimate

Once your customer has accepted an estimate, they can pay a deposit.

When they open the estimate link that you sent them via e-mail or text there will be a button to add credit to their account. This is how they will pay a deposit.

Once your client clicks the estimate link they should see this page on their client portal

They can click the “+Add Credit” button to add a deposit to their account

After your client clicks the “Add Credit” button they will be able to add credit by making a credit card payment:After your client added credit you should be able to see it on the customer detail page in your account:

Updated on December 18, 2022

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