How to take deposits and progress payments

Set your standard payment stages

Your payment schedule is the set of stages every new quote starts with, like a deposit, pre-rough-in, pre-fit off and completion. You can still change it on any individual quote.

1. 1
   Open Settings and tap Quote.
2. 2
   Open Payment schedule.
3. 3
   Name each stage and set its %. Tap ＋ Add stage for more. Aim for a total of 100%.
4. 4
   Tap Save default schedule.

Send a deposit when a quote is accepted

When a customer accepts a quote, a Quote accepted notification drops onto your Home screen. Tap it to set the job up.

1. 1
   Next to Deposit invoice?, tap Send. The % comes from the first stage of the quote’s payment schedule (or 30% if there isn’t one), and the amount is shown underneath.
2. 2
   Choose whether to Schedule it? now or later.
3. 3
   Tap Done. robot makes the job and emails the customer the deposit invoice.

Progress payments on projects

For bigger work, run it as a project. When a quote linked to a project is accepted, robot splits the total across the quote’s payment stages and puts one draft invoice per stage in the project, marked Ready to send. They don’t crowd your Invoicing list.

When a stage is reached, open the project, tap that stage’s invoice and send it like any other invoice. Extra work? Tap + Variation in the project’s Invoices section.

Deposits on online bookings

You can also ask customers to pay a deposit when they book through your booking link. See Take a deposit on bookings.