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gcj1971
May 12, 2022 1:23 PM UTC

Deposit request for accepted estimate

How do I request a deposit on an accepted estimate? I am using QB online. 

    1 reply

    GeorgiaC
    May 12, 2022 2:50 PM UTC

    Hi gcj1971, thanks for your post - you can follow the steps on our guide here to record the deposit; once the work is complete, convert the estimate to an invoice (using the copy to invoice button) and follow step 5.2 to reduce the invoice by the deposit amount 🙂

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