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April 16, 2022
Question

Can you add a deposit clause to an estimate so when estimate is accepted, a percentage is due as a deposit

  • April 16, 2022
  • 1 reply
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Original commenter did not share additional details

1 reply

April 16, 2022

Hi there, kjbjoinery.

 

It's my pleasure to give you some information about estimate in QuickBooks Online.

 

To address this concern, are you referring to online deposits? If so, I'm adding this article for more guidance on how to request and receive online deposits on your estimates, and automatically convert estimates to invoices: Request and accept deposits on estimates in QuickBooks Online.

 

I'm also adding this reference with the tips and topics you can utilise while working with your sales transactions and managing your client's activity: Sales and Customers in QuickBooks Online.

 

I'm only a post away if you need more help in managing transactions in QuickBooks. It's always my pleasure to help you out again