Take a deposit when customers book

Here is how to take a deposit when a customer books.

1. 1Open Settings, then ConnectionsFrom your dashboard, open Settings, then Connections.
2. 2Open PaymentsOpen Payments.
3. 3Switch on Require a depositSwitch on Require a deposit.
4. 4Choose how muchChoose how much. Here, twenty five percent.
5. 5SaveSave.
6. 6Customers see what is due todayOn your website, customers see exactly what is due today before they book.

A deposit now holds every booking.

Questions about this

How do customers pay?

With Invoice billing, your customer gets a Square invoice, and the booking confirms once it is paid. Payments run through your own Square account.

Watch: Get started with RelayLeads · Take a deposit when customers book

Can I take a deposit instead of the full amount?

Yes. Open Settings, then Connections, then Payments, and switch on Require a deposit. Choose a percentage of the quote or a flat amount. The rest is billed when you close the job.

Watch: Take a deposit when customers book · Get started with RelayLeads