Deposits, payments and receipts
Set the deposit, record every payment and always know the balance.
Each job's Payments tab holds its deposit target and every payment the client makes, however they pay. Set a deposit percent or amount, record the deposit when it arrives, and the job moves to Deposit paid on its own. The balance is the job total minus every payment, with cancelled lines left out, and every payment has a receipt you can print.
Request an invitationThe essentials
How money works on a job
Deposit target
Enter a deposit percent or deposit amount on each job and press Save deposit.
Record a payment
Type, amount, method, date received, reference and a note. The button shows what is due: the deposit at Approved, the balance at Installed.
Receipts
Every payment has a receipt you can print or save.
Stages that follow the money
Meeting the deposit target moves the job to Deposit paid. A balance still owed stops a normal close.
One balance everywhere
The job header, Payments, What happens next, Review and close job and Reports all show the same numbers.
Cancelled lines left out
Cancel a line and it leaves the job total, the balance, the deposit target and Reports.
Private beta
See it with your own numbers.
During the private beta, we load your pricing, costs and process before your team signs in.