How to offer add-ons and ask for a deposit

Add-ons are extras the customer ticks on the quote's page; a deposit is a share of the total, recorded when it is paid.

Updated 2026-10-24

Add-ons let the customer choose extras themselves, e.g. an expansion tank with a water heater. A deposit asks for part of the total once the quote is accepted, e.g. 25%.

Where

Quotes → open a quote that is not accepted yet: Add-ons sits under the lines, and Deposit on acceptance beside Expires.

Steps

Press Add an add-on, then type it or pick it from your price list, e.g. "Haul away old tank", 50.00.
To ask for a deposit, type the percent in Deposit on acceptance, e.g. 25.
Press Save, then Send.

What happens next

The customer's page lists the add-ons under the quote, each with a tick box, and says they are not in the total yet. Each one they tick is added to the total when they press Accept; the others come off the quote.
If the customer tells you instead, tick Add-ons the customer chose before you press Mark accepted.
With a deposit, the customer's page says how much is due once they accept. Accepting makes a draft deposit invoice for that share, under Bill in stages on the quote. Send it, or record the payment on it when you are paid.

Good to know

Nothing is charged: card payments are not switched on. The deposit is recorded, like any payment you record on an invoice.
Add-ons sit beside the quote's options, not inside one: the customer picks an option and ticks any add-ons with it.
A quote offers up to 10 add-ons.
The deposit invoice needs Invoices on. Without it the quote does not mention a deposit.

If it doesn't work

"Add-ons the customer ticks go on a quote's own lines, not here." Add-ons are for quotes; an invoice or a job bills what was chosen.