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 and overdue

Set a due date to mark when payment is expected. An invoice that’s past due and still owed is flagged overdue, which you’ll see called out on your dashboard so nothing slips.