1. Home
  2. Knowledge Base
  3. Estimates
  4. Collect a Deposit for Estimate

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:blank

 

Updated on February 23, 2022

Was this article helpful?

Related Articles