Deposits

The Deposits feature in hipages tradiecore lets you create and request for deposits for jobs prior to job commencement. Making your work flow easier, you can add and request for deposits in the quotes that you send your customers. When adding a deposit to a quote, you can specify either a percentage of the quote as the deposit amount or you can enter a specific amount as the deposit.

To receive payments for deposits, ensure that you Create a deposit invoice and send it to your customer. As a deposit is a part of a quote, you will only be able to create a deposit invoice if a job contains a quote with a deposit amount.

Deposits can be paid via digital payment methods or through direct bank transfer depending on your preferences. For information on how to set up your payment preferences see Quotes and Invoices Settings.

If you have set up your payment preferences as digital payments, and set up hipages payments (see Connecting to hipages for more information) you can send a payment link to you customer otherwise your customer can carry out a bank transfer (see Setting up bank details and transfers) for the deposit value.

Once a customer has carried out payment of the deposit amount either via digital payment or bank transfer, we recommend that you change status of the quote to Approved.

Note:

You can only send a digital payment link to your customers in a deposit invoice if you have connected with hipages payments.