Articles tagged deposits

A transient guest wants to go seasonal. A monthly tenant upgrades to a bigger slip. Change Plan closes out what they've already used, then hands you a pre-filled booking wizard for the new arrangement — and links the two...

Ask for a deposit when a customer approves a glass estimate, hold the order until it's paid, and take it off the final invoice automatically. Which jobs it applies to, how to waive or change it, and what the customer see...

Every step of the guided Flat Glass job: openings and measuring, the piece builder, quote options, who pays, approval and the deposit, where the glass comes from, the shop, scheduling, the install, remakes, and the final...

Send a customer two, three or more priced options on one page, let them pick and sign online, and collect a deposit the moment they say yes.

Deposits are not payments and not balances — they're a third thing. Here's how the Reservations system tracks them, how refund timing works, and the policy decisions you should make in advance.