Send initial deposit payment link and log to project
Send initial deposit payment link and log to project
Your deposit requests need manual price setup, forcing you to delay payments and project starts. It creates a payment link, emails the customer, and logs the URL so you secure deposits same day.
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Overview
Deposit requests that arrive without links create manual work and push out start dates. This workflow turns a webhooked payment request into a product, price, and customer-facing payment link and logs it so billing and project teams can secure deposits and confirm bookings same day.