Watch the video or scroll down for step-by-step instructions.

Step-by-step instructions

1. After you’ve created your Quote with all your line items, you can add a deposit and trigger payment on approval.

• Deposit → Add → Choose Flat Rate or Percentage → Save.
• Save and send your finished Quote.

2. When the customer receives the quote, they’ll see a label highlighting the required deposit. Once they select Approve Quote, a payment box will appear to submit the deposit through Skimmer.

After submitting payment information, a payment pending screen will be displayed.

3. Skimmer will track that the quote has been approved, and the deposit has been collected. When you generate the final invoice, it will only bill for the remaining balance.