Steps
1
In the editor, switch on Request a deposit.
2
Choose a percentage or a fixed amount. The deposit due now is shown as you type.
3
Send the document. The client chooses Deposit or Pay in full on the pay page.
Questions and answers
How do I ask for a deposit?
Switch on the deposit card on an estimate or invoice and choose a percentage or a fixed amount. The client sees a deposit option on the pay page, and what they paid counts toward the balance.
Can I take a deposit on an estimate?
Yes, while the estimate is sent or accepted and not expired. The deposit carries over when you convert it to an invoice.