How do I request an online deposit or partial payment?

You can create a payment request for a specific amount toward an invoice. This is useful for deposits, materials, or installment payments.

1. Open the Payment Request screen with the invoice attached, or select an invoice if one isn’t attached.
2. Enter the amount you want to request.
3. Optionally add Request Details, such as “Deposit” or “Materials.” This text is visible to your customer on the request and invoice.
4. Select Create Request.
5. Choose how to send the request using the options shown.

The requested amount appears at the top of the customer’s invoice alongside an option to pay in full. The customer can select the partial payment button and complete checkout through Stripe.

Successful payments automatically update the balance on the customer’s invoice and in WorkQuote.

Requests expire after 24 hours. Creating a new request replaces any previous unpaid request.