PlanIt Estimating · CRM, Jobs & Diary
Request, receive or record a deposit on a job
What does this do?
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.
How to use it
- Open Jobs and press Open job on the job.
- Press 💳 Request deposit. PlanIt emails the customer the deposit amount, the balance due on completion and a pay button if your Stripe link is set. The job moves to Quote Accepted and the request is logged on the timeline.
- If the customer pays by card through the link, the job moves to Deposit Paid by itself and you get a notification.
- If the customer pays by bank transfer, press 🏦 Mark deposit received and confirm. The job moves to Deposit Paid.
- To show the payment on the paperwork, open the quote on step 5 · Customer Quote and press ✓ Record Deposit Payment (converts to invoice). The document becomes an invoice with the deposit and balance outstanding.
- Made a mistake? Undo payment record on the quote reverts it to a quotation.
Questions this guide answers
- How do I ask an accepted customer for their deposit?
- The customer paid by bank transfer, how do I record it?
- How do I turn the quote into an invoice showing the deposit?