Create Deposit for Product
under review
Log In
J
Jeremy Rouch
Need this for home services. Please help us GHL!!!
A
Andrea Baird
Yes, deposit information should also be included on both the Estimate and Invoice. Ideally, the system should automatically calculate a percentage of the total amount shown to determine the required deposit. We collect this deposit to secure event dates.
B
Benny Druin
Yes Please. Main issue I have with GHL
P
Pablo Barrio
So Necessary. Any News on this?
C
C N
Absolutely essential
A
Ash Januzik
YES PLEASE!!!! Our service-based business requires a deposit to confirm the appointment. It would be great if we could accept a deposit which could then be applied to the invoice!
K
Kate Cooper
Also need to be able to collect a deposit via invoice, with the remaining balance left as outstanding to then be collected X days later. The partial payment option on invoices does not work for this as we are not giving the option for them to pay a partial amount.
S
Sales & Marketing
under review
S
Sales & Marketing
Jen Schneider can you explain more on how you expect it to work on 2-step order forms? We're coming up with the deposits feature on invoices soon, but would like to build more clarity for implementing this on order forms
R
Ralf Winkler
Sales & Marketing Hey Jan, the way that other companies like dripjobs does it is, as soon as the client accepts an estimate, it will redirect them to an invoice which automatically calculates the deposit amount and only charges them the deposit amount, not the full amount. Usually before the business owner sends an estimate, there is a toggle switch that would say "require deposit" and when its switched on you can enter a percentage. Been using dripjobs for quite a while and this is the ONLY feature that doesn't allow me to fully move over to GHL as we require a deposit from our customers so we can schedule them on our calendar. I'm happy to discuss more details if you need more clarification or a better explanation if you'd like. I hope we can get this feature soon, would also need to be able to turn on/off in the lead connector app if possible
R
Ryan Hadley
Yes, I need this
Load More
→