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Create deposit invoice and email payment link to client

Your accepted quotes without deposit invoices delay project starts and leave payment status unclear. It creates a deposit invoice and emails a secure payment link so work can start the same day.

Create deposit invoice and email payment link to client

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Overview

Accepted quotes often stall when deposits aren’t invoiced, delaying project starts. This flow creates the deposit invoice and sends a secure payment link within minutes, so billing and project teams can activate work the same day.

Create deposit invoice and email payment link to client