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If you need to collect money upfront from your client, you can add a Required Deposit to quotes. Clients will see that there is a deposit on the quote so they know how much to pay you. When a deposit is recorded on a quote, it will transfer to the first invoice created for this job generated from the quote.
If you are using Jobber Payments, clients can pay the required deposit online using a card.
Add a required deposit to a quote
To add a required deposit to a quote, go to the quote and click More Actions > Edit. Under the quote total click Add Required Deposit.
After this is saved, you'll see the required deposit at the bottom of the quote. Your client will then see in client hub and on the quote PDF that a deposit is required to begin the work.
Record deposits on quotes
If you are using Jobber Payments, you can email the quote to the client and they can pay the deposit amount via a button on the email. You can also click Collect Deposit to charge their credit card through Jobber Payments.
If a client pays by a different method, you can click More Actions > Record Deposit on the quote. A box will pop up for you to record it.
Note: Collect Deposit will appear when you are using Jobber Payments, Record Deposit will appear for other payment integrations as you are recording that a deposit was accepted outside of Jobber.
Deposits appear in the client's billing history box and update the account balance.
If you click on a deposit in the billing history box, it will give you the ability to send a receipt to the client, show the details of the deposit, and which quote it is associated with.
Once the full amount of the required deposit has been recorded, the required deposit on the quote will say PAID beside it.
How clients pay deposits online through client hub
When a quote is emailed or texted to a client they'll be able to click View Quote to access that quote in client hub.
Once in client hub, they will need to select Approve & Pay Deposit to make the payment online with Jobber Payments. If they intend to pay with another method like cash or check, this is also how your client can view their quote online and approve it.
Alternatively, they can also click Request Changes to enter their feedback if there is anything missing from this quote.
After clicking Approve & Pay Deposit, they will be prompted to sign and enter their credit card information. They can opt to save their credit card for future use by checking the box for Keep this card on file.
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.
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.