Settings and activity
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Hi everyone, we’d like to round back to share an update that the ability to accept deposits has now rolled out to all AU, NZ, UK, CA, SG and US organisations, and we expect to make this available to remaining regions soon.
Staying close to feedback from its release, our team have recently added a due date field in which you can select a specific date that payment of the deposit is expected if this differs from the Invoice due date.
I look forward to looping back to finalise once we’re at 100% roll out of deposits, and give you a hint of where we’ll be expanding functionality next!
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Kirsten Frost
supported this idea
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We need to be able to partially invoice a quote.
Builder gives a quote
Client accepts and needs to pay 50% before the job starts
It would be good to have a button to partially invoice for a quote. At the moment, when we invoice, it either shows as "invoiced" which is not correct, we still want it showing as a quote. But we don't want it showing as "not invoiced" either. Need to be able to see that we have sent the first 50% invoice for that quote.
We need a way to track a job/quote from the quote stage through to finish with the final invoice showing the amounts paid and the full cost of the job.
My client does not use stripe and has no need for it. All payments are done by bank transfer.