Taking a deposit

Ask for the deposit

1. Open the accepted quote.
2. Tap Ask for deposit and choose the percentage (your default is set in Settings).
3. Tap Make the deposit invoice, check it and send it.

The deposit invoice has one line, for example “Deposit (50%) for quote Q-0001” with the job, for that share of the quote’s total.

Send the final invoice

When the job is done, open the same quote and tap Turn into invoice. The final invoice has the quote’s items, which you can change if the job changed, and a line “Less: deposit invoiced on INV-0001” for each deposit invoice. Together they add up to the quote.

Record the payments

When the client pays by EFT or cash, open the invoice and tap Record a payment. Card payments through Yoco or PayFast are recorded by themselves.