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Collect a Deposit for Estimate

Clients can pay a deposit when they open the estimate link that you sent them via e-mail or text.

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

 

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:

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Updated on July 22, 2021

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