Payments & deposits

Take the deposit the moment they sign

Customers pay a deposit or the full amount straight from the signed proposal, and every payment is recorded against the job with its invoice filed.

How it works

1
Deposit or in full
After signing, the customer chooses to pay the deposit or the whole amount. The deposit percentage is yours to set.
2
Their choice of method
Card and Klarna through Stripe, Direct Debit through your GoCardless link, or bank transfer to your account.
3
Recorded and invoiced
Record any payment against the job — bank transfer, cash, card — and its invoice is filed to the job’s documents.

Invoiced, collected, outstanding and overdue in one place, with aged debtors.

Send a payment reminder straight from the invoice list.

Finance shows revenue, gross profit and profit by job alongside what’s been collected.

What it won’t do. Card and Klarna payments need your Stripe account connected, and Direct Debit uses your own GoCardless link.

Customers who pay with Klarna can, if Klarna approves them. You’re paid through Stripe.

Record the payment against the job and the invoice is filed for you.

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