Deposits and balances

Your company sets the usual deposit and due dates once. Each quote and order works out its own deposit amount and balance due date from them, and you can change the deposit on any one quote.

Set your company's terms

1. Open Settings, Sales, Payments, Payment settings.
2. Set Deposit on acceptance: the share of the total the client pays to book.
3. Set Deposit due, days after signing.
4. Set Balance due, days before the event.

New quotes start with this deposit percent. A quote already made keeps the percent it has.

Change the deposit on one quote

1. Open the quote and go to the Items tab.
2. Under the totals, press the percent beside Deposit and type a new one.

The line under the totals says the deposit amount, how many days the client has to pay it, and the date the balance is due.

What each order shows

Under the items on an order: Paid, Balance due, and a line such as "Deposit of $500.00 not yet covered" or "Balance due Jun 12".

The Payment status column on Sales, Orders says where each order stands:

• Deposit due and Deposit overdue
• Balance due and Balance overdue
• Paid in full

Good to know

• The client pays the deposit, the balance or any amount from their payment link. See Take a payment for taking it yourself.
• A bank transfer still clearing already counts toward what is owed.
• Your printed terms can fill in each document's own numbers: write {{deposit_percent}}, {{deposit_amount}} or {{balance_due_date}} where they go. See Document templates.
• Reminder emails and texts about money owed are notifications you switch on. See Notification center. To keep automatic deposit notices off one order, tick No automatic deposit notices on it.
• The home page can show a Deposits and balances due card. See Your home page.