Deposits on Quotes Updated January 12, 2026 21:57

Overview

Deposits help home service businesses lock in work and reduce payment risk before a job starts. In Jobber, deposits are added to quotes and can be collected online through client hub or recorded manually if you receive payment offline. Deposits stay connected to the job and are applied to the invoice when you’re ready to bill, giving you a clear view of what’s been paid and what’s still owed.

This article covers how to set up required deposits, collect or record payments, and understand where deposits show up as you move from quote to job and invoice. It also highlights what clients see when approving and paying deposits through Client Hub.

Add a required deposit to a quote

To add a required deposit to a quote:

1. Navigate to the quote you're adding the deposit for.
2. From the quote, select Edit.
3. Scroll down to the quote total. Click the text for Add Required Deposit. There are two options:
   • Collect a deposit only: Collect a one-time, upfront payment upon quote approval as a percentage of the quote total or as a fixed amount. 
   • Set up a payment schedule: If you will be progress invoicing for this work, select this option to break the work into multiple invoices, in addition to a quote deposit (the first scheduled payment).

Collect a deposit only on a quote

To collect a deposit only on a quote: 

1. Navigate to the quote, then select Edit, then select Add required deposit.
2. Select the Deposit only option to collect a one-time, upfront payment upon quote approval. 
   1.  Chose how to calculate the deposit. The options are:
      • Percentage (%): Enter the percentage of the quote total you'd like to collect as a deposit (for example, 25%).
      • Fixed Amount ($): Switch to the Fixed Amount tab and enter a specific dollar amount to collect as a deposit (for example, $300).
3. Click Save to confirm.

Collect a deposit and set up a payment schedule on a quote

To set up a payment schedule on the quote:

1. Start by creating a quote. 
2. From the total section, select Add Deposit or Payment Schedule.
3. Select the Payment schedule option to split the total into multiple payments collected over time.
4. Choose how to divide payments: Select either Percentage % or Fixed Amount $. 
5. Enter each payment:
   • In the Amount field, enter the payment amount. 
     • Check Required quote deposit on the first payment if you want to collect part of the payment up front when the quote is approved.
   • Add a Description for each payment (For example, Payment 1, Final Payment).
6. To add more payment installments, select + Add Invoice.
7. Ensure the total of all installments equals 100% or matches the full quote amount. 
8. Select Save to apply the payment schedule to your quote. 

Once saved, the payment schedule or deposit you set up will be visible on the quote.

Once your quote is finished, you can either send it your client so they can review and approve the quoted work, or if you already know this work will be moving forward, convert it to a job. 

How do clients pay quote deposits?

When a quote has a required deposit, clients need to pay the deposit before work can start. Your client can make the payment themselves through client hub, or you can enter the payment through either Jobber.com or the Jobber mobile app.

Payments can be made in through:

• Client hub: This is a self-serve payment option for your clients where they can pay their quote deposit through our secure portal. Payments made through client hub automatically update the quote status and account balance. Learn more about how clients pay deposits through client hub.
• Jobber.com: If you already have a client's card saved or have their payment details handy, this option allows you to charge their saved card or enter their details manually to charge the card. If your client pays through an offline method like cash or check, their payment can be recorded manually on Jobber.com. Learn more about how to collect deposits on Jobber.com. 
• Jobber app: Are you out in the field and the client wants to pay while you're on-site? Enter their card details on the spot, use the card reader, or have them Tap to Pay to save on entry time. If your client pays through an offline method like cash or check, their payment can be recorded manually in the app. Learn more about how to collect deposits through the Jobber app. 

Client hub

When a quote is emailed or texted to a client, there will be a link that opens the quote in client hub so that client can review the quote and make their payment online. 

In client hub, the total and payment options are located on the right side of the quote. Clients can approve the quote and pay the deposit in one step by selecting Approve & Pay Deposit. They can chose to sign their name either by drawing it or typing it. Next they will be prompted to enter their payment information. They can opt to save their credit card for future use by checking the box for Remember this card for future payments. 

Note: The Approve & Pay Deposit button appears if you have the Require client signatures setting enabled in your Client hub settings.  When this setting is enabled, clients will be prompted sign when approving a quote.

Note: Clients cannot make partial payments on quote deposits.

The client's payment method will be processed and if the payment is successful, they will see a notification that the transaction was successful.

If you view the client's profile in Jobber.com you will see this deposit recorded in their billing history box. If the client allowed the card to be securely saved for future use you will also see that information below the billing history box.

If notifications are enabled for Jobber Payment receipts, administrators will be emailed a notification that the client paid.

Alternatively, they can also click Request Changes to enter their feedback if there is anything missing from this quote. 

Note: The Request Changes button appears if you have the clients can request changes setting  enabled in your Client hub settings.  When this setting is enabled, clients have an option to describe the changes they'd like to see on this quote before it's approved.

Note: Clients cannot make partial payments on quote deposits.

The system will then process the card and the client will receive a notification that the transaction was successful. If you view the client page in your account you will see this deposit recorded in the billing history box. If the client allowed the card to be securely stored for future use you will also see that information below the billing history box.

If notifications are enabled for Jobber Payment receipts, administrators will be emailed a notification that the client paid.

Jobber.com

When entering a deposit on Jobber.com, navigate to the quote, then click Collect Deposit located in the top right of the quote. This will allow you to select from any saved payment methods for this client, or manually collect a deposit. 

If you are not using Jobber Payments, this button will say Record Deposit instead. Deposits entered here will be records of payment that you have accepted outside of Jobber (such as offline payment methods like cash or check, or payment processors outside of Jobber). Recording a payment does not charge the client, but records that you have accepted this payment from them outside of Jobber. 

If the client has a saved payment method, it will appear as the default payment method but you can choose to Use another payment method to charge a different credit card or choose an alternate method of payment if the client is not paying via credit card.

Jobber App

If you are on-site at a client's property and they want to pay their deposit there and then, it can be processed in the app from the quote. 

There are several payment methods in the Jobber app for deposits on quotes:

• Credit card or bank account (through Jobber Payments):
  • If the client has any saved cards on file, select from those cards rather than entering the card details manually.
  • To quickly collect a payment, the client can Tap to Pay their deposit.
  • To charge a new card, select Add new card to enter card details and charge the client's card through Jobber Payments. To save the card for future use, enable the toggle for Keep this card on file. 
• Jobber card reader: 
  • We also offer a Card Reader which allows your clients to pay via Apple or Google Pay as well as by credit card. With the card reader we are also able to offer at 0.2% discount on your credit card fees for transactions processed through the card reader. 
• Offline payment methods: These are payments that you've collected outside of Jobber. You are not charging the client through Jobber with these payment methods, instead this is a record that you've collected these funds. After entering your offline payment method, to add any other information (such as the date, check number, etc) tap the Details field.
  • Cash
  • Check
  • Bank transfer
  • Credit card (processed outside of Jobber, such as with a point of sale machine)
  • Cash App
  • PayPal
  • Venmo
  • Zelle
  • E-Transfer (this option is available in Canada)
  • Other 

To collect a deposit, first the quote will need to be removed from "Draft" status. Tap Send to send the client a copy of the quote they are agreeing to. This will change the status of the quote to "Awaiting Payment". 

After tapping Approve, you'll be prompted to collect a signature first as part of the quote approval process. This will bring up a signature screen where the client can draw to sign to approve the quote. Then tap Confirm. The collected signature will appear on the quote PDF and be saved as a note. 

If you don't require a signature, tap Skip at the bottom of the screen.

Next, for quotes you'll see the Collect deposit screen. The deposit amount will already be entered with the amount of the required deposit. Select the client's payment method by tapping on the Payment method field and choosing the payment method you would like to use. 

Require payment method to be saved for quote deposits

If a client pays their quote deposit through Jobber Payments, you can automatically save their payment method using a Jobber Payments setting for "Require payment method to be saved on file". Having a saved payment method allows you to enable automatic payments right away after the quote is converted to a job, or charge the saved card for future invoices.

To require a payment method to be saved on file, follow these steps:

1. Navigate to the Gear Icon, then select Settings, then Jobber Payments.
2. From the "Quotes preferences" section of the settings page, enable "Require payment method to be saved on file".
3. Select which payment options you'd like to accept on quotes. The options are:
   • Both card and ACH payments
   • Card payments only
   • ACH bank payments only

With this setting enabled, your client's payment method will be automatically saved when they make a quote payment and will appear as a stored payment method in their profile. 
Note: When this setting is active, Apple Pay and Google Pay will not be available as payment options for the deposit, as these methods do not save the card in Jobber.

When the client enters their card details, they will not see the checkbox option to keep the card on file. Instead, there is text that reads:

By paying this deposit you agree to have your card securely saved on file for future use by [Company Name].

View deposits on jobs

When a quote with a required deposit is converted to a job, the deposit information will be visible when creating or editing the job. The deposit information does not appear on the saved job, only the create or edit screen.

Add a deposit to an invoice

If a client has paid a deposit and the deposit needs to be applied towards an invoice, it can be added while creating the invoice or later by editing the invoice.

If you have already added a deposit towards this invoice, the applied deposit(s) will be listed in the deposit section or if you the quote (with a deposit) is converted to a job, then later an invoice is generated, the deposit will be automatically be applied to the invoice since it's linked to the original quote.

To add a deposit to an invoice, navigate to the invoice, then select Edit. Scroll towards the section of the invoice near the total, then select Add deposit. 

Next, you'll be prompted to either add a deposit manually or add an unapplied deposit from the client's account balance. Deposits collected through Jobber Payments can be applied to the invoice using this method as well as deposits that were paid by cash, check, or another payment method. 

If you are adding a new deposit, you'll be prompted to select the payment method, deposit amount, transaction date, and add any details. 

Once you've entered the all the information, select Save and the deposit will be added to the invoice. The deposit will also appear in the client's bulling history box as a record of their payment.