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How do I ask for a deposit on a quote?

Updated 20 Oct 2026 · 1 minute read

On the quote form choose Deposit, pick a percentage or an amount in rand, and type the value. The quote then shows the full total, the Deposit and the balance after it. Leave it on No deposit and nothing extra shows. Once the quote is sent or accepted, press Create deposit invoice on it: that makes an invoice for just the deposit. When you later convert the quote to an invoice, the deposit invoice is taken off automatically, so the client is never billed twice.

The Deposit choice on the quote form
Figure 1. Example screen. The Deposit choice on the quote form, with the balance worked out for you.
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