Joist Payments is a fast and easy way to request and receive a deposit from your client, giving you the assurance that the job is officially won and underway.
To get started, just click or tap the Add button next to Request a deposit in the Subtotal area of the estimate you are working on. From here, you can set the amount either as a percentage of the total or for a specified dollar amount.
Now all you have to do is send the estimate to your client like you normally would. In the email they receive they’ll be notified that a deposit is being requested, and when they open the estimate they’ll find a green Pay Deposits button they can click to make a secure online payment that goes automatically into your bank account.
When the client pays the deposit, Joist automatically generates an invoice from the estimate and marks the deposit portion as a payment. Now all that’s left to do is complete the job and collect the rest of the balance.