Estimate & invoice preferences

How estimates get accepted and what you collect up front.

Require a card on file to accept

Customers add a card when they accept an estimate, so you can auto-charge at point of service.

Auto-invoice when a visit is completed

Mark a stop done and its invoice is created as pending right away. Finish the day, open Invoices, select all, and charge every card on file at once.

Deposit on acceptance

Optional. Require a deposit before a customer can accept, once the estimate is over a dollar amount. 0 = no deposit.

Require a% deposit on estimates over $

Estimate email template

Which email your estimates go out as. Leave on the default for a plain text quote, or pick a template you built to send a branded email. Edit templates under Catalog > Templates.