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How to add a deposit to a quote
A deposit lives on the quote. When the quote becomes an invoice, any deposit already received moves across as a payment.
- Applies to: Quote generator
- Steps: 4
- Updated 4 November 2026
- The quote generator
- Stripe connected, if the client should pay online
Steps
- Open the quote generator and select Extras.
- Drag the Deposit slider to a percentage from 0 to 100. The note says it is printed as a pill on the quote.
- Open Fields. Under Sections, make sure Deposit is switched on, because the line shows or hides there.
- Send the quote as a tracked link so your client can accept it on its own page. See send as a link.
The quote shows the deposit as a pill with its percentage.
Letting the client pay the deposit
If you have connected Stripe, your client can pay the deposit by card, Apple Pay or Google Pay after they accept. The generator says this works on the free plan and applies to US dollar quotes. A small fee comes out of each payment. Connect Stripe first: take payment with Pay now.
When the quote becomes an invoice
On your dashboard, Convert to invoice creates a draft invoice with the same lines. If the deposit was received, the dashboard says it moves onto the invoice as a payment. A deposit that is not marked as received records nothing. Details: turn a quote into an invoice.
Common problems
The client cannot pay the deposit online.
Online deposit payment is for US dollar quotes with Stripe connected.
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