All Collections
Joist App
Creating Estimates and Invoices
How do I request a deposit on my estimate or invoice?
How do I request a deposit on my estimate or invoice?
Updated over a week ago

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.

IMG_2244.jpg

Here's how:

iOS and Android

Step 1: Create a new estimate or invoice, or edit an existing one.

Step 2: Scroll down to the Payment Option section and tap the Add button next to Request a Deposit.

Step 3: 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

Step 1: Create a new estimate or invoice, or edit an existing one.

Step 2: Scroll down to the subtotal section and click the Add button next to Request a deposit.

Step 3: 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.

Did this answer your question?