How to add a deposit to an estimate
Take a deposit on an accepted estimate in Genaya.
Learn how to take a deposit on an accepted estimate in Genaya. Find the estimate in Finance with the All Time and Accepted filters, check its total and number, then open Genaya Pay and use Collect a payment to record the deposit amount, method, company and client. Turn on Internal note to write which estimate the deposit is for, so your records stay clear.