Quote Deposit Request Process - Tradie Guide

Index

• How to create the deposit request in a quote
• Payment of the Deposit & Final Invoice

This article will explain the workflow for a quote deposit payment. 

• Creating the deposit request
• Payment of the deposit request

Please note that deposit requests can only be created for agencies using the OurProperty Payment Platform. 

How to create the deposit request in a quote

Steps: 

1. Fill in the Quote work items to achieve a total cost for the quote
2. Click into Deposits / Charging
3. Enter in a % figure (i.e. 25%) for the amount you would like to collect as a deposit
4. Fill in the description for the deposit > tick to identify with the PM that the work will only commence after the deposit paid > enter a due date for the deposit payment. 
   
   
   
   
5. Complete the remaining quote details & press 'Submit Quote'
   

Note:  It is important to be aware of the regulations that apply in your jurisdiction and ensure that the deposit requested by a tradesperson or contractor is within the guidelines. Exceeding these guidelines could result in penalties or consequences for both the tradesperson and contractors.

What happens next?

• The quote is sent to the Property Manager with information a deposit is required if they proceed (PM View below)
  
   
  
  
  
  
• When the quote is approved, OurProperty will automatically create and submit a deposit invoice for the % of the total quote amount. E.g Quote total = $1193.50, Deposit Amount = 25%, Deposit invoice will create for $298.38. 
  
  
• The deposit invoice will appear as a separate job in OurTradie with the status 'Invoice Submitted'
  
  
  

Back to Top

Payment of the Deposit & Final Invoice

1. The Property Manager approves the deposit invoice for payment 
2. When funds are received, mark the invoice as Paid
   
   
   
   
3. Confirm & action the quoted job from the original job request 
4. Submit the final invoice from the original job request. The deposit paid amount will be automatically reduced from the total owing. 
   *If required, add new charges to the final invoice by clicking on '+ Add a new work item'
   
   
   
   
   
   
   
   

Invoice Support

quotes tradie invoice support

Back to Top