Add a deposit request to an estimate

This feature is for Pro Plan subscribers and businesses using Wave’s online payments feature.

Adding a deposit request to an estimate helps secure funds for your services before your business completes any work. Deposits can be paid using a credit card in your business currency.

You can only add one deposit request to each estimate.

If you convert an estimate to an invoice before receiving a deposit, the deposit request will not appear on the invoice.

Add a deposit request to an estimate on a web browser

Add a deposit request to an estimate on the mobile app

Add a deposit request to an estimate on a web browser

To add a deposit request to an estimate on a web browser:

1. Open an existing estimate, or create a new estimate.
2. Under the estimate Total, click Request deposit.
3. Enter the deposit amount as a dollar value or percentage. The deposit cannot be more than the estimate’s total.

4. To require a deposit payment, select the checkbox next to Require customer to pay deposit online before marking it as accepted.

   You can only require a deposit if your business is actively using online payments.

5. Click Save and continue to save your estimate draft.
6. Click Approve draft to finalize the estimate.

Learn how to record a manual deposit payment on an estimate or understand how a customer makes a payment.

Add a deposit request to an estimate on the mobile app

To add a deposit request to an estimate on the mobile app:

1. Open an existing estimate or create a new one.
2. In the Amount total section, tap Request deposit.
3. Select whether the deposit is a dollar amount or a percentage, then enter the deposit amount.

4. To require the deposit payment, select the checkbox next to Require customer to pay deposit online before marking it as accepted.

   You can only require a deposit if your business is actively using online payments.

5. Tap Done.
6. Tap Save to save your estimate.

Your estimate will show there is now a deposit pending.