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Ask for a deposit on an estimate

Collect part of the job up front before you start.

Updated 10-22-2026
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  • Help home
  • Getting started3
  • Customers2
  • Estimates3
    • Create and send an estimate
    • Ask for a deposit on an estimate
    • Turn an accepted estimate into an invoice
  • Invoices4
  • Payments & Stripe3
  • Calendar & calendar links3
  • Routes & Mileage3
  • Time import1
  • Hundo3
  • Settings & team4
Browse topics
  • Help home
  • Getting started3
  • Customers2
  • Estimates3
    • Create and send an estimate
    • Ask for a deposit on an estimate
    • Turn an accepted estimate into an invoice
  • Invoices4
  • Payments & Stripe3
  • Calendar & calendar links3
  • Routes & Mileage3
  • Time import1
  • Hundo3
  • Settings & team4

Request the depositOn the web

  1. Open the estimate from Estimates.
  2. Click Request deposit.
  3. Enter the Deposit amount (USD) and click Request deposit.

For customers to pay online, set up card payments first.

Open Estimates in PlanBill

Related guides

  • Create and send an estimate
  • Set up card payments with Stripe

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