Taking a deposit

Deposits let you require an upfront payment on a job or quote before you start work. They flow through to the eventual invoice as a credit.

Setting a deposit on a job or quote

On the New Job and New Quote forms, the DEPOSIT (OPTIONAL) section appears below Items. Toggle it on and pick:

• Percentage — e.g. 50% of the job total. Preset chips for 10%, 25%, 50% or type your own.
• Fixed amount — a flat dollar figure regardless of the line items.

JobUp shows the computed deposit amount live as you edit. The amount appears on the customer's booking page and quote with "Deposit required" and "Balance on completion" lines.

Setting a business-wide default

Go to More → Business Profile → Edit → Default deposit. Toggle on, pick a type and value, and every new job/quote you create will start with that deposit pre-filled. You can still change it per-job.

Recording a deposit payment

When the customer pays the deposit (bank transfer, cash, card), open the job detail. The DEPOSIT card shows the pending amount in amber. Tap Record deposit payment:

• Method — Bank transfer / Cash / Card / Other
• Reference (optional) — transaction ID, cheque number, etc.
• Date received — when the money arrived

The deposit card flips to green, and an activity entry is logged on the job timeline.

How deposits flow to the invoice

When you create the final invoice from the job, any paid deposit is automatically applied as a "Deposit received" line that reduces the balance due. Both the in-app totals and the customer's portal/PDF invoice reflect it.

Limitations

• Once a deposit is marked paid, you can't change the type/value on the job (the money's already received). You can still edit other job details.
• Deposits are tracked on the job itself, separate from invoice payments — they show on the customer's booking page even before an invoice is issued.