1. Home
  2. Knowledge Base
  3. Collect Deposit For an Estimate

Collect Deposit For an 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:

blank

Updated on January 30, 2021

Was this article helpful?

Leave a Comment