This feature is for Pro Plan subscribers and businesses using Wave’s online payments feature.
Adding a deposit request on 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 per estimate.
To add a deposit request to an estimate:
- Log in to your account at waveapps.com.
- Find and open your selected estimate, or create a new estimate.
- Under Total, click Add deposit request.
- Enter the deposit amount as a dollar value or percentage. The deposit cannot be more than the estimate’s total.
- 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.
- Click Save and continue to save your estimate draft.
- 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.
If you convert an estimate to an invoice before receiving a deposit, the deposit request will not appear on the invoice.