PlanIt Estimating · Customer Quotes

Ask for a deposit on a quote

What does this do?

A deposit on the quote shows the customer what to pay up front and what is left on completion. Choose a percentage or a fixed amount. On a detailed quote it is set in Payment & Deposit Settings; on a manual quote you type it in the manual quote itself.

How to use it

  1. For a detailed quote: go to step 3 · Products & Pricing and scroll to Payment & Deposit Settings.
  2. Tick Enable Deposit Request.
  3. Choose the Deposit Type: Percentage (%) or Fixed Amount (£), then enter the Deposit Amount.
  4. Go to step 5 · Customer Quote. The totals now show Deposit Required and Balance Due Upon Completion.
  5. For a manual quote: press 📝 Manual Quote, set Deposit to Percentage % or Fixed £, enter the Deposit amount and press Save Manual Quote.
Open PlanIt Estimating Still stuck? Email support

Related guides

Ask for a deposit on the quote (percentage or fixed)

Payment & Deposit Settings put a deposit on the quote, either a percentage of the total or a fixed sum. With online payments set up, the customer can pay it by card from the quote link without needing an account.

Products & Pricing

Take a deposit online

Set the deposit once, then PlanIt asks the customer for it on the quote page and by email, and takes it by card through Stripe. Bank transfers can be marked as received by hand.

Sending Quotes & Getting Paid

Add bank details for deposits

Add your business bank details once and PlanIt shows them to the customer on the acceptance screen, together with the deposit amount and a payment reference. UK accounts use a sort code and account number; Irish and other euro-area accounts use an IBAN.

Settings, Branding & Account

Let the customer accept the quote online

Every quote has a secure web page where the customer can view it, accept it and pay the deposit by card. Copy the link to send it any way you like, and PlanIt tells you the moment they open, accept or pay.

Sending Quotes & Getting Paid

Request, receive or record a deposit on a job

From the job you can email a deposit request, confirm a bank transfer has arrived, or record the payment on the quote itself so it becomes an invoice showing the amount paid and the balance outstanding.

CRM, Jobs & Diary

Quote one agreed price (manual quote)

A Manual Quote replaces the itemised breakdown with one agreed line and a price. You build the wording from tick-on standard messages, type the price, add a deposit and any notes, and that is what the customer sees. Your detailed estimate stays underneath for Profit Check.

Customer Quotes
Questions this guide answers
  • How do I put a deposit on the quote?
  • Can the deposit be a fixed amount rather than a percentage?
  • Where does the balance due show?

Last updated 2026-09-03 · Direct link for this feature