Record a deposit on an order before performing services. You can manually record a payment taken in your shop or request and collect an electronic payment through Shopmonkey Payments.

Record a deposit that was collected in your shop.

On the right-side panel of the estimate, select New Payment at the bottom of the Order tab.

The full amount of the order will auto-populate. Select the dollar amount to edit the amount to the deposit amount.

Select the payment method and add a note to the transaction (e.g. Deposit). Record the payment.

Collecting payments electronically is a feature of Shopmonkey Payments.

If you have Shopmonkey Payments enabled in your shop, when you send an estimate to your customer, you will have the option to Collect Payment.

When Collect Payment is toggled on, you are given the option to define the Requested Amount from the customer for payment. The full amount of the order will auto-populate. Select the dollar amount to edit the amount to the deposit amount.

When the customer reviews the order, they can see the full cost of all services, but only the amount requested will show as the Amount to Pay.

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