Getting a deposit on a job is as sure a sign as any that the job is won and you can get underway. Joist makes it easy to request a deposit on your estimates and invoices so your client always knows exactly how much is needed to get the project moving.
And with Joist Payments enabled, the client can pay that deposit right away on their end. In most cases that means you can have the funds in your bank account in just a couple of business days.
Use the links to jump to instructions for:
iOS and Android
First create a new estimate or invoice, or edit an existing one.
Scroll down to the Payment Option section and tap the Add button next to Request a Deposit.
Tap $ for dollar amount or % for percentage, then enter the amount and tap Done.
The deposit amount will now show next to Request a Deposit. To make changes, tap the amount and repeat the steps above. Or save your document to see what the client will see.
The deposit amount will be listed under the total on your estimate or invoice, listed as Deposit Due.
Web
First create a new estimate or invoice, or edit an existing one.
Scroll down to the subtotal section and click the Add button next to Request a deposit.
Click $ for dollar amount or % for percentage, then enter the amount and click Done.
The deposit amount will now show next to Request a Deposit. To make changes, click the amount and repeat the steps above. Or save your document to see what the client will see.
The deposit amount will be listed under the total on your estimate or invoice, listed as Deposit Due.