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- Hi, Im Eva from Jobber. Heres how to add a deposit to a quote. You may wanna get a required deposit on the quote to get a portion of the payment before you start the work. Heres how. On the Quote Creation or Edit page, you have the option to add required deposit. (arrow swishes) You can set this to be a percentage or set a dollar amount. (indicator swishes) Once you send this quote to the client, (air swooshes) when they view the quote, (arrow swishes) they will see a button to pay the deposit online through Jobber Payments. They can click this, enter their credit card info, (arrow swishes) and bam, deposit paid. If your client pays with another method, such as cash or check, you can also record that from within your Jobber account. On the quote, click Collect Deposit, (arrow swishes) enter in the payment details, click Save, and now the deposit is recorded. Thanks for watching. If you have any questions, check out our Help Center. (upbeat electronic music) (logo slams)
