We send deposit requests for larger jobs. Currently, I can’t see a way to send a partial payment request for them to fill out. Would be really nice to be able to send those out.
Charge a % deposit on an invoice to the card on file
Let office staff charge a percentage (e.g. 50%) or fixed deposit against an invoice using the customer's card on file, while keeping line items, quantities and discounts unchanged.
Why: Quantities drive product ordering, so halving line items isn't an option. Applying a one-time 50% discount didn't work. Splitting prices also breaks when an existing discount (e.g. $240) applies to both the deposit and final invoices.
Context: The customer had several sales requiring a 50% deposit. He collected cards on file in person instead of sending the quote for pay-to-accept.
Today's workaround: Manually set the invoice amount to the deposit dollar figure and charge it. The invoice then shows paid and the job shows partially paid.
Ask: A "Collect deposit" option on the invoice/job that takes a % or $ amount, charges the card on file, and leaves the remaining balance on the same invoice.
Related: Sending deposit requests (DEV-161).
Ben Bergloff
•
Aug 16
Yes please 🙏🏼
Noah Sanches
Team•
Aug 15
Thanks for this request Ryan! We are moving this up in the roadmap. It will be especially helpful for all those transitioning into Christmas/permanent lights
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Comments3
Porter Hansen
Oct 20
•Merged request
•1 vote
Charge a % deposit on an invoice to the card on file
Let office staff charge a percentage (e.g. 50%) or fixed deposit against an invoice using the customer's card on file, while keeping line items, quantities and discounts unchanged.
Why: Quantities drive product ordering, so halving line items isn't an option. Applying a one-time 50% discount didn't work. Splitting prices also breaks when an existing discount (e.g. $240) applies to both the deposit and final invoices.
Context: The customer had several sales requiring a 50% deposit. He collected cards on file in person instead of sending the quote for pay-to-accept.
Today's workaround: Manually set the invoice amount to the deposit dollar figure and charge it. The invoice then shows paid and the job shows partially paid.
Ask: A "Collect deposit" option on the invoice/job that takes a % or $ amount, charges the card on file, and leaves the remaining balance on the same invoice.
Related: Sending deposit requests (DEV-161).
Ben Bergloff
Aug 16
Yes please 🙏🏼
Noah Sanches
Aug 15
Thanks for this request Ryan! We are moving this up in the roadmap. It will be especially helpful for all those transitioning into Christmas/permanent lights