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How to take a deposit

2 min videoWeb

Watch tutorial — 2 min

Step by step

  1. 1Open the estimate or job
  2. 2Select Request Deposit
  3. 3Enter a percentage or fixed amount
  4. 4Send the payment link

Related questions

Is the deposit applied to the invoice?

Yes, it is deducted from the remaining balance automatically.

Can deposits be refunded?

Yes, refund from the transaction record.

Can deposits be required?

You can require a deposit before scheduling.

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