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Deposits Management

Learn How To Streamline Payments with Deposits for Jobs and Quotes

Updated over a week ago


Introducing The Workever Deposits Feature:

Our new Deposits feature allows users to accept partial payments (deposits) for jobs or customer orders upfront, even before the job is completed or invoiced. Subsequently, proof of payment can be promptly dispatched to customers via email.

Adding Deposits to Contact profiles

Some customers may opt to make deposits for future jobs. These deposits can be seamlessly integrated into any of the customer's upcoming jobs. To initiate this process:
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1. Navigate to the Contacts section and select the desired customer profile.

2. Access the Billing section from the left-hand menu.

3. then click the Add Deposit button

A Deposit pop-up will then open allowing you to add a deposit, linked only to the customer's profile for later use.

You can add:

  • Amount

  • Deposit Type (Cash, Card, etc.)

  • Deposit Date

  • The account the deposit is Paid To

  • Notes

Upon entering the necessary details, click "Process Deposit" to append the deposit to the customer's profile. Subsequently, the deposit will be visible alongside other transactions in the Billing section under Deposits.

After adding the Deposit, it will show up with other deposits created for this customer under the Billing section -> Deposits.

You can view each deposit individually and decide to Delete it or send the Receipt via email to the customer.

If the deposit is linked to a job you can then view it through the deposit list and Unlink the deposit.


Adding Deposits to Jobs

Some jobs may require you to add a deposit to the job before actually completing or invoicing the job. You can now do this by going to the Jobs section and View the job you want to add the deposit to.

You will then need to click the Cost Items section from the left hand side

Then click the Add Deposit button

A Deposit pop-up will then open and you can choose to link an existing deposit added to the customer's profile or add a new one directly through the job.

If you choose to link an existing deposit you can choose one from the Existing customer deposits list.

If you choose to add a new deposit you can add the following details:

  • Amount

  • Deposit Type (Cash, Card, etc.)

  • Deposit Date

  • The account the deposit is Paid To

  • Notes

You can then click the Process Deposit button to add the deposit to the job.

You can then see the deposits under the Deposits section from the Cost Items section.

You can then View the deposit and send the Receipt to the customer via email or Delete the receipt, if needed.


Adding Deposits to Quotes

You may also need to add a deposit to a quote, as soon as the customer accepts the quote. To do this you will need to go to the Quotes section and View the quote in question.

You will then need to click the Cost Items section from the left hand side

Then you can click the Add Deposit button to add a new deposit.

A Deposit pop-up will then open and you can choose to link an existing deposit added to the customer's profile or add a new one directly through the job.

If you choose to link an existing deposit you can choose one from the Existing customer deposits list.

If you choose to add a new deposit you can add the following details:

  • Amount

  • Deposit Type (Cash, Card, etc.)

  • Deposit Date

  • The account the deposit is Paid To

  • Notes

You can then click the Process deposit button to add the deposit to the quote

You can then View the deposit in the Deposit section on the Cost Items section

After viewing the deposit you can chose to Delete it or to send the Receipt via email to the customer.

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