How to take a deposit on a quote

Set a deposit on a quote and Trame issues and emails the deposit invoice the moment the client accepts, no extra step for you.

Set the deposit percentage

1. Open the quote and find Deposit below the line items.
2. Choose None, 25%, 50%, or select Custom to enter any other percentage.

The deposit amount updates next to the buttons as you choose, for example £76.50 on acceptance.

What the customer sees

The quote's payment terms section states the deposit plainly: "Deposit of 25% (£76.50) due on acceptance." The sticky accept bar above the Accept quote button also reminds them: "On acceptance, we'll send you the deposit invoice and confirm a start date."

What happens on acceptance

When the client accepts the quote, Trame automatically:

1. Creates a deposit invoice for the deposit amount, already marked as sent.
2. Emails it to the client straight away, with the PDF attached if their email is on file.

This also happens if you mark the quote accepted yourself from the quote's menu, not only when the client signs it themselves.

Frequently asked

Do I need to create the deposit invoice myself?

No. It's created and sent automatically as soon as the quote is accepted, provided a deposit percentage is set and the client has an email address.

What if the client has no email on file?

The deposit invoice is still created, but it can't be emailed automatically. Share it the same way you'd share any invoice, by link or another channel.

Can I change the deposit after the quote is accepted?

No. Once a quote is accepted it's locked. Use Revise to create a new draft version if the deposit needs to change.