Requesting deposits on quotes
Request a deposit when you send a quote, collect payment online via Stripe, and let Trade2Base automatically create the deposit invoice in your records.
How to request a deposit
- 1When creating or editing a quote, scroll to the Payment section at the bottom.
- 2Toggle “Request deposit” on and enter the deposit amount — either a fixed amount or a percentage of the quote total.
- 3Send the quote to your customer via the portal or by email/WhatsApp.
- 4Your customer can pay the deposit directly via the customer portal using Stripe — their card details are saved for the final payment.
- 5Once the deposit is paid, Trade2Base marks the quote as “Deposit received” and automatically creates a deposit invoice in your records.
For jobs over £1,000, we recommend requesting a 25–30% deposit on acceptance. This reduces the risk of cancellation and covers your material costs upfront.
Frequently asked questions
Yes — open the quote, go to the Payment section and enable the deposit request. Your customer will see the updated payment option the next time they view the quote in the portal.
Customers can pay deposits via any card accepted by Stripe, including Visa, Mastercard and American Express. Apple Pay and Google Pay are also supported on compatible devices.
When you convert the quote to an invoice, Trade2Base automatically deducts the deposit amount already paid and shows the remaining balance due on the final invoice.
Yes — go to Settings > Quotes & Invoices and set a default deposit percentage. This will pre-fill the deposit field whenever you create a new quote, saving you time on every job.