InvoiceSolved
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Estimates & Deposits

Require, collect, and refund an estimate deposit

Use fixed or percentage deposits and track manual or online completion.

01

Require a deposit

  1. Enable Require a deposit on the estimate.
  2. Choose a fixed amount or percentage.
  3. After acceptance, record a manual deposit or let the client use the online deposit action when available.
Convert an estimate to an invoice→Deposit credit, estimate-credit refunds, and overpayments→
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