Deposits and Partial Payments

Partial Payments

Taking partial payments in SingleOps is possible by making a Payment on an Invoice for an amount less than the Invoice Total. To do this:

1. Navigate to the Job Invoice in either the Invoice Page, Job Page, or Client Page.  Click on the blue "Payments" button on the right side of the Invoice line (see image below).

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2. Select the gray "Process Payment" button.

3. A new window will open with several fields. Populate these fields, making sure to change the Amount Field from the default (full balance due) to the Partial Payment amount (see image below).

4. Select "Submit Payment" to save.

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Deposits

While SingleOps does not have a designated Deposits feature, it is possible to take deposits as partial payments. The best way to ask Clients for deposits is by adding verbiage to Email Templates stipulating the percentage or amount they should pay for a deposit.  For example: 

If asking for deposit during the Proposal Email

1. Edit the Proposal Email Template (if you want to ask for a deposit on every Proposal).

2. Include in this email template verbiage such as:

A deposit of 25% is due prior to the start of this work. Please contact our office to pay the required deposit amount of (include liquid code in box below here).

${{invoice.balance | times: 0.25 | money}}.

*Note: the 0.25 in the liquid code represents a deposit amount of 25%.  This value should be adjusted based on desired deposit percentage (i.e. 0.5 for 50%, 0.15 for 15%, etc.).


If asking for deposit during the Invoice Email (where deposits can be paid by clicking on Invoice)

1. Create a new Invoice Email for Deposits.

2. Include in this email template verbiage such as:

"Please note that a deposit of 25%, made by check or credit card, is required prior to scheduling. To pay your deposit, please click on the the Invoice link below, then make a Payment for (insert liquid code below). The remaining balance of the Invoice will be due within 30 days of work completion."

${{job.total_price | times: 0.25 | money}}

*Note: the 0.25 in the liquid code represents a deposit amount of 25%.  This value should be adjusted based on desired deposit percentage (i.e. 0.5 for 50%, 0.15 for 15%, etc.).

Here is an example of how the liquid code appears on an Email Template:

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