Hey guys, any update on this feature? With Christmas lights here I am sending out lots of quotes and need to collect 50% deposits and the current process is agonizingly difficult for me and for the client. Really hoping we can get this one expedited so each quote has an option to collect a deposit automatically, rather than creating the extra invoice. Here’s a shot of what that looks like from Jobber if that helps.
Description: When invoicing a deposit, I have to manually calculate the 50% and edit line items myself. It's easy to get wrong and confusing for the customer to read on their end too.
Use Case: A built-in "deposit %" option on invoices/quotes that auto-generates the correct line item (e.g., "50% Deposit — $X") would remove the manual math and make the invoice clearer for both of us.
Noah Sanches
Team•
Aug 23
Yes, this is a huge priority for us in the upcoming days / weeks with tons of our clients transitioning into higher ticket offerings. Thanks for posting this!
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Aaron Mayfield
Sep 25
Hey guys, any update on this feature? With Christmas lights here I am sending out lots of quotes and need to collect 50% deposits and the current process is agonizingly difficult for me and for the client. Really hoping we can get this one expedited so each quote has an option to collect a deposit automatically, rather than creating the extra invoice. Here’s a shot of what that looks like from Jobber if that helps.
Ethan Holley
Sep 23
•Merged request
•1 vote
Auto-calculate deposit line items on invoices
Description: When invoicing a deposit, I have to manually calculate the 50% and edit line items myself. It's easy to get wrong and confusing for the customer to read on their end too.
Use Case: A built-in "deposit %" option on invoices/quotes that auto-generates the correct line item (e.g., "50% Deposit — $X") would remove the manual math and make the invoice clearer for both of us.
Noah Sanches
Aug 23
Yes, this is a huge priority for us in the upcoming days / weeks with tons of our clients transitioning into higher ticket offerings. Thanks for posting this!