Deposits, balances and payment links

Set the rules once

In Settings → Payments, set the deposit that holds a date and how customers can pay: online by card, Apple Pay, Google Pay, a bank account (ACH), PayPal or Venmo, or with cash or a check on move day. Add a card fee or a cash discount if you like — customers see the exact amount for each way to pay.

Cards, Apple Pay, Google Pay and bank (ACH) payments go through your Stripe account; PayPal, Venmo and Pay Later through your PayPal account. A bank payment takes 3–5 business days to clear, so customers can use it for the balance, not the deposit.

On each job

1. Send a payment link by text or email — for the deposit or the balance.
2. The customer pays in their portal, and the payment shows on the job.
3. The deposit confirms the job. Once it’s paid in full, the job moves to Confirmed by itself.
4. Record anything paid another way — cash, a check, Zelle or a bank transfer — in the job’s Payments tab.

Every dollar in view

• Pre-confirming a job locks its price, so the deposit is asked on a price that won’t move.
• Closing a job freezes its final price.
• The Payments page shows what’s been received, what’s still owed and what’s been refunded — moves and storage together — with a CSV export for your accountant.