Quotes – Deposits

To learn how to add a deposit requirement to the quote approval process, see the video below. Or, if you prefer, scroll past the video to view our step-by-step text instructions.

Step-by-step instructions . . .

1. When you create a quote, you can set a deposit amount and trigger payment on approval. Choose from a flat amount or a percentage.

   

   

2. When the customer receives the quote, they’ll see a label highlighting the required deposit. Once they approve, a payment box will appear to submit the deposit through Skimmer. Then the box will become a payment pending screen.

   

   

   

3. The quote has been approved, and the deposit has been collected. Skimmer will track this, so that when you generate the final invoice, it will only bill for what remains.