Lead2ProjectGet the deposit before you buy materials.
Set a deposit on each service. Customers pay it by card, and the final invoice collects the balance when the job is done. Cash and checks are tracked too.
Card payments through Stripe · Venmo, Zelle, Cash App and PayPal links · Included on Pro
You send the deposit request from the job card
Roof Repair · #41 · Sep 10
Quote
$12,000.00
Accepted
Payment
Deposit due
$4,800.00
Scheduled
Oct 1
8:00 AM
Invoice
#INV-041
Draft
$0.00 of $12k
0%$4,800.00
Not sent yet
$7,200.00
Unlocks after deposit
Set it once per service. Every job follows it.
Give each service a deposit, a percent or a flat amount. Every quote for that service asks for it up front, and every job shows exactly what’s been paid and what’s left.
- Set the deposit once per service, or one default for every job
- Deposit request sent automatically when a quote is accepted (optional)Pro
- Deposit and balance tracked as two clear steps
- Progress bar shows how much is collected
- Partial payments handled
- Deposit and tax lock once money comes in, so terms can’t change
Summit Roofing
(555) 014-2290
office@summitroofing.co
INVOICE
BILL TO
M. Johnson
mjohnson@email.com
Holbrook, NY
BALANCE DUE
$7,200.00
of $12,000.00 project total
Scan QR to Pay
$7,200.00
A real invoice. Sent in one click.
Send the invoice straight from the job. Your customer gets an email with a pay button and the PDF attached, so they can pay right away or save it for later.
- Your logo and business details on every PDF
- Invoice numbers added for you (INV-001, INV-002…)
- Every line item from your quote
- Pay button in the email, QR code on the PDF
- Due date shown clearly when you set one
- Every invoice you send saved in your outboxPro
Card, cash or check. It all adds up.
Card through Stripe
Connect your own Stripe account once. Card payments update the job the moment they land, and the money goes to your bank.
Your payment link
Rather use Venmo, Zelle, Cash App or PayPal? Add your link and it goes on the invoice. You confirm the payment when it comes in.
Cash & check
Mark it paid with the amount, method and date. The balance and progress update right away.
Stripe charges its standard processing fee on card payments. Lead2Project doesn’t take a cut.
Customers always know where they stand.
Every payment, card or cash, sends your customer a receipt with what’s left. When the job is paid in full, the final invoice PDF goes with it. Still waiting on someone? Send a reminder in one click.
- Receipt emailed for every payment you record
- Final invoice PDF attached when paid in full
- One-click payment reminder with the balance and pay link
- Overdue jobs flagged so nothing slips
- Refunds recorded and shown on the job
Every payment tool lives on the job.
No separate invoicing app. No spreadsheet. No chasing people by text.
Deposits & getting paid: questions
How do I ask a customer for a deposit?
Set a deposit on each service, as a percent or a flat amount. It shows on every quote for that service, so the customer sees the deposit and the balance before they accept. Then send the deposit request from the job with one click, or let it go out automatically when they accept.
Work out a deposit with the free calculatorHow much deposit should I ask for?
It depends on what you have to spend before the job starts, mostly materials and special orders, and on the rules where you work. Some states limit deposits on home improvement jobs or control where the money has to be held, so check yours.
Deposit calculator and state rulesCan the deposit request go out automatically when a customer accepts the quote?
Yes. Turn on Auto invoices in Settings and the deposit request is emailed the moment the customer accepts, whether they accept from the quote email or you mark it accepted. It only sends when the quote has a deposit, and never twice.
Can customers pay the deposit by card?
Yes, once you connect your own Stripe account. Every deposit and invoice email gets a pay button, the job updates when the payment lands, and the money goes to your bank. Stripe charges its standard processing fee; Lead2Project does not take a cut.
How do I keep track of who still owes me money?
Every job shows what has been collected and what is left, with the deposit and the balance as separate steps. Overdue jobs are flagged, and you can send a payment reminder with the balance and pay link in one click.
Can I send the final invoice automatically when the job is done?
Yes. With Auto invoices on, marking a job completed emails the final invoice for whatever is still owed. Nothing is sent if the job is already paid in full or a final invoice already went out.
What if the customer pays cash, check, Venmo or Zelle?
Record the payment on the job with the amount, method and date, and the balance updates right away. You can also add your own Venmo, Zelle, Cash App or PayPal link so it shows on the invoice.
Do I need a Stripe account?
Only to take card payments. Without Stripe you can still send deposit requests and invoices, and record cash, check and payment-link payments yourself.
Know exactly who owes you money.
Set up your services and send your first invoice today.
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