Skip to main content

Payment profiles and deposits

How a client pays is a property of the client, not something you re-decide per job: full upfront, or a deposit now and the balance later.

🚧 Not written yet

This page is scaffolded — the outline below is what it will cover. Progress is tracked in gearflow#959.

What this page will cover

  • Who can do this
  • The two profiles: full upfront vs deposit + balance
  • Setting a client's profile, and what it drives on their jobs
  • Tracking what's been paid: deposit paid, invoiced total
  • Where deposit status shows up on documents

Was this page helpful?