Deposits and payment plans

In the app: a quote → Payment plan

A default deposit

Settings → Default deposit sets the deposit new quotes ask for: None, 10%, 20%, 25%, 30% or 50%. Each quote starts with it, and you can change it there.

Build a payment plan

1. In Payment plan, tap Add a payment.
2. Choose When:
   • Deposit: paid when the customer accepts, or later where the law holds it (see below). One per quote.
   • When materials are delivered.
   • Stage payment: for a milestone, like “First fix done”.
3. Give it a Name if you like, and a Percent of the total or an Amount.
4. Tap Save.

The last row, On completion, is whatever is left. The plan prints on the quote with its amounts.

Deposit limits

Some places limit deposits, for example California: $1,000 or 10% of the price, whichever is less. Quotebird lowers the deposit to the limit by itself and says why under the plan, like Lowered from $2,000. The rest moves to completion. Where it helps, it offers a button to add a payment when materials are delivered. See Deposit limits.

How the customer pays

• With Stripe set up: when the customer accepts the quote on its page, Quotebird issues the deposit invoice and the customer can pay it by card right there. See Take card payments with Stripe.
• Without Stripe: invoice each payment yourself when it’s due. See Invoice a quote.

In some places the law holds payment until the customer’s time to cancel is over. The plan then says Due once the time to cancel is over. See The right to cancel.