Deposits & payment terms
Taking a deposit
Plenty of shops want money down before they start. Set a deposit on the invoice as either:
- A percentage of the total (for example 25%), or
- A fixed dollar amount.
On the payment page, the customer is asked for the deposit first. The button reads Pay deposit for the deposit amount. Once that’s in, the same link switches to Pay remaining balance for what’s left. The invoice moves to partial after the deposit and paid once the balance clears.
If you don’t set a deposit, the customer simply pays the full amount in one go.
Payment terms
The payment terms field is free text, things like “Net 30” or “Due on receipt.” It prints on the invoice so the customer knows your expectations. It’s informational: it documents the terms but doesn’t itself trigger reminders or change the status.
Due dates
Set a due date to mark when payment is expected. Your dashboard has an Upcoming Due Dates panel that gathers every invoice with a due date that still owes money, soonest first, with the remaining balance on each. Click one to open it.
Nothing changes an invoice’s payment status when a due date passes. The date is there to sort your chasing, and the reminder email is how you act on it.