Payments & Deposits

Manage deposits, split payments, and payment schedules for your estimates and invoices.

Deposits & Down Payments

The Deposit screen lets you record initial payments from clients before starting work. You can set deposits as a percentage of the total or as a fixed amount.

How to Access

Invoice/Estimate → Payments → Deposit Tab

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Percentage-Based

Set deposits as a percentage of the total (e.g., 25% down payment).

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Fixed Amount

Specify an exact dollar amount for the deposit.

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Auto-Calculate

Percentages are calculated automatically, reducing errors.

Tip: Deposits help with cash flow and show clients you're serious about the project. Common deposit amounts are 25-50% of the total project cost.

Split Payments

Split Payments allows you to divide an invoice into multiple smaller payments. This is perfect for clients who prefer to pay in installments or when you want to set up milestone-based billing.

Key Features

  • Multiple Payments - Add as many payment splits as needed
  • Named Payments - Give each payment a clear name for reference
  • Real-Time Balance - Remaining balance updates automatically
  • Accurate Tracking - Each payment is tracked separately

  1. Open the Invoice

    Navigate to the invoice you want to split payments for.

  2. Enter Edit Mode

    If the invoice was already sent, press Edit to unlock it.

  3. Access Payments

    Open the Payments screen and select the Deposit tab.

  4. Add Split Payments

    Add your payment splits with names and amounts, then resend the invoice.

Important: Split payments are only available when the invoice is editable. You'll need to edit the invoice before adding or modifying payment splits.

Payment Schedule

Pro Feature

Create detailed payment schedules to outline when each payment is due. This provides transparency for both you and your clients.

Payment Type When to Use Example
Deposit Before project starts 25% upfront
Progress Payment At milestones 50% at halfway point
Final Payment Upon completion Remaining 25%
Best Practice: Clearly communicate your payment schedule to clients before starting work. Include it in your estimate or contract terms.