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

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