Take a deposit the moment a quote is accepted
Set the deposit once, as a percentage or a fixed amount. Your client signs and pays it by card on the same page, and the figure always matches what they chose.
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In QuoteCloud, set the deposit in the document's Payments panel or on the template: a percentage of the total or a fixed amount. It fills in from the price table and is recalculated when the client ticks extras or changes quantities. When they sign, they pay it by card through your connected Stripe account.
Last reviewed by the QuoteCloud team
Your reception · 96 guests
| Item | Qty | Rate | Amount |
|---|---|---|---|
| Food & beverages | $17,280 | ||
Waterside Classic packagePer guest, quantity from your guest count
|
96 guests | $118 | $11,328.00 |
Premium beverages · 5 hoursSparkling, premium wine, beer, soft drinks
|
96 guests | $62 | $5,952.00 |
| Ceremony, styling & music | $3,750 | ||
Ceremony on the lawn60 chairs, arbour, signing table, wet-weather plan
|
1 lot | $1,400 | $1,400.00 |
Theming & stylingCentrepieces for 10 tables, candles and linen
|
1 lot | $1,250 | $1,250.00 |
DJ · 5 hoursCeremony music, first dance and dance floor
|
1 lot | $1,100 | $1,100.00 |
| Extras Tick to add | |||
Welcome cocktailOn arrival, per guest
|
96 guests | $12 | $1,152.00 |
Late-night grazing stationServed at 9.30 pm, per guest
|
96 guests | $14 | $1,344.00 |
Photo booth · 3 hoursProps and prints
|
1 lot | $890 | $890.00 |
- Subtotal
- $22,374.00
- Tax (10%)
- $2,237.40
- Total
- $24,611.40
- Plus, monthly
- $0.00/mo
- Deposit to confirm your date (20%)
- $4,922.28
Accept, sign and pay your deposit
- 1Sign
- 2Pay by card
- Paid
Hannah Lee · Couple
Signed online · Mon 26 Oct, 7:42 pm
Deposit to confirm your date
$4,922.28
20% of $24,611.40
Pay $4,922.28
Paid by card ending 4242Mon 26 Oct, 8:07 pm
Balance $19,689.12on Tidewell Pavilion's own invoices
Card payment processed by Stripe
Certificate of authenticity and audit trail attached · sample, no payment is taken
- Proposal openedHannah Lee, from the enquiry email
- Late-night grazing added+$1,478.40 inc tax
- Signed by Hannah and JamesCertificate of authenticity attached
- Deposit paid$4,922.28 by card, through Stripe
- Opened
- Extra added
- Signed
- Deposit paid
Why take the deposit on signing?
Tidewell Pavilion holds a Saturday wedding date for seven days. Before the deposit, a signed proposal still meant an invoice, a reminder and a week of waiting while another couple asked about the same date.
Now the deposit is part of the proposal. Hannah and James tick the late-night grazing station, sign, and pay 20% by card before they close the page. The date is confirmed the moment the money is in, and the coordinator sees it as Paid on the dashboard.
- The amount comes from the price table, so it always matches what the couple chose.
- No separate invoice for the deposit: the payment request is on the signed page.
- The balance stays with the venue's own invoice, due before the event.
How much do they pay when they sign?
Tick the extras and change the rule, as the couple and the venue would. The amount due follows the total.
Tidewell Pavilion · TP-2741 Sample · fictional business
Hannah & James's wedding reception
- Food & beverages
- $17,280.00
- Ceremony, styling & music
- $3,750.00
- Tax (10%)
- $2,237.40
- Total
- $24,611.40
Your client pays by card when they sign
$4,922.28
20% of the total
Balance $19,689.12on your own invoices, or nothing left when it's the full amount
Into your connected Stripe account · sample figures, no payment is taken
The options are sample settings for this proposal: you set any percentage or a fixed amount. Tidewell's real rule is 20% to confirm the date. See it in the events microsite.
Where the deposit is set
While editing the proposal, the $ icon opens the document's Payments panel: the payment description your client sees, your instructions, and the amount, as a percentage of the total or a fixed figure.
Set it on the template and every proposal made from it carries the same rule. Change it on one document when a couple needs something different.
- A discount can be set in the same panel, for that document alone.
- The payment goes to the Stripe account of the team that owns the document.
$ Paymentsthis document only
- Payment description
- Deposit to confirm your date
- Payment instructions
- Your date is held once the deposit is paid. The balance is due 30 days before the reception, on our invoice.
- Payment amount
- PercentageFixed 20%
Due on signing $4,922.28from the price table
Paid into the Stripe account of the Weddings team
Variations on the deposit
A percentage, or a set figure
20% of the total for a wedding, a fixed $500 to book a crew: the Payments panel takes either.
Everything up front
Set 100% when the job is small or the seats are limited: pay in full on signing.
Deposit, then milestones
The balance stays on your invoices. See part payments and milestones.
Set it on the template
Templates carry the payment settings, so every proposal starts with the deposit rule you want.
Tell the team when it's paid
A Zap on Document Part Paid posts in Slack or Microsoft Teams: after-payment Zaps.
Signed, not paid yet
Automated reminders follow up a deposit that's still owed: payment reminders.
Hold the date only when it's paid
QuoteCloud Payments is on the Essentials plan and up. Start a free 14-day trial and add a deposit to your proposal template.
Set up a deposit on signing in five steps
- 1
Connect Stripe
Settings, Users & Roles, Teams, Edit, then the Payment Settings tab: click Continue Onboarding and finish Stripe's set-up.
- 2
Open the template
Edit the proposal template you send most, so every new proposal carries the deposit.
- 3
Click the $ icon
In the Payments panel, write the payment description and your instructions for the balance.
- 4
Choose the amount
A percentage of the total, such as 20%, or a fixed amount. It fills in from the price table.
- 5
Send and watch for Paid
Your client signs and pays by card; the document shows Paid on your dashboard.
Deposit questions
Can QuoteCloud take a deposit when a quote is accepted?
Yes. Set a percentage of the total or a fixed amount in the document's Payments panel or on the template. When your client signs, the payment request appears on the same page and they pay it by card through your connected Stripe account. QuoteCloud Payments is on Essentials and up.
Does the deposit change if the client adds options?
Yes, for a percentage. The deposit is worked out from the price table, so when your client ticks an optional item or changes a quantity before signing, the amount due is recalculated for what they chose. A fixed amount stays the same.
Can I set a different deposit on one quote?
Yes. Templates carry the payment settings, and the $ Payments panel on a single document changes its description, instructions, amount and discount for that document only.
How do I collect the balance after the deposit?
On your own invoices, or on a later QuoteCloud document with its own payment. The deposit is the part QuoteCloud collects on signing; a Zap on Document Part Paid can start the invoice in Xero or QuickBooks Online.
More on QuoteCloud and Stripe
Every payment moment, then how to connect Stripe, the fees and the limits.
- Get paid in full on signingRegistrations, call-out fees and small fixed-price jobs paid in full by card as the client signs.
- Part payments and milestonesThe deposit by card in the document, the milestones on your own invoices, and a Zap when it's part paid.
- Card payments inside the documentWhat your client sees: choose, sign, pay by card on the same page, and the receipt.
- Automated payment remindersSigned but not paid yet: automated reminders, the Accepted filter, and a Zap when a payment fails.
- Payment status on the QuoteCloud dashboardDocuments marked Paid, the Paid filter, the payment in the history, team by team.
- After-payment automation with ZapierDocument Paid and Document Part Paid start Zaps: an invoice in Xero or QuickBooks Online, a Slack message.
- Connect Stripe to QuoteCloud, step by stepPayment Settings, Continue Onboarding, then the $ Payments panel on a template or a document.
- Stripe fees, plans and refundsThe QuoteCloud plan, Stripe's own fees, Zapier's, and how refunds work.
- What QuoteCloud with Stripe can and can't doWhat the connection does, where it stops, and what we haven't confirmed yet.
- FAQAnswers to the questions teams ask before taking card payments in QuoteCloud.
Signed and deposit paid, in one visit.
Start a free 14-day trial, connect your Stripe account and add a deposit to your proposal template.
Deposits on acceptanceFree 14 days · no card
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