How to charge a Deposit / Retainer

In Settings > Invoices, ensure that Allow Deposit Payments is enabled. Set Amount, Due Dates for the Deposit and the Balance. Apply full balance logic to checkout will ensure you're full balance will be paid before the due date when clients are booking online.

1. Go to your Profile Icon (bottom left) > Settings
2. Select Invoices from the menu.
3. On the Job Invoices tab, click on the toggle for Allow Deposit Payments.
4. In Deposit Amount, choose between Percentage or Fixed from the dropdown menu and enter your value.
5. Click on the toggle for Create separate invoices for deposit & balance totals.
6. Under Deposit Due Date, input the number of days in the first box and choose when this should apply (eg. 0 Days After booking is created.)
7. Under Full Balance Due Date, input the number of days in the first box and choose when this should apply (eg. 7 Days Before Booking Date.)
8. Click on the toggle for Apply full balance logic to checkout to force the same settings during the checkout process.
9. Click Save.
   
   Changes will take effect on Invoices for bookings taken going forward.