Resources

Setting Up a Deposit on a Quote

When creating or editing a quote, scroll down to the Payment Details section. You'll see a Deposit Requirement option with two choices:

• Percentage of total — Puree calculates the deposit amount based on the quote total (e.g. 10%, 25%, 50%)
• Fixed amount — A specific dollar amount (e.g. $100)

If you have Stripe enabled for your account, you can also tick the option to collect the deposit via Stripe credit card payment. This automates the collection process significantly.

What the Customer Sees

When a customer views their quote, they'll see a note at the bottom stating that on acceptance of the quote, an initial deposit of the specified amount is required. The payment terms are also displayed.

Collecting Deposits with Stripe

If Stripe is enabled, when the customer accepts the quote they'll see a Pay Deposit Now button. They enter their credit card details and pay immediately. If you've configured Stripe to pass on credit card processing fees, the customer will see a slightly higher amount that includes those fees.

Once paid, the customer's view of the quote updates to show the payment details — the deposit amount, a link to download a receipt directly from Stripe, any processing fees recovered, and the total amount charged. The quote also displays a confirmation message acknowledging receipt of the deposit.

Back in your admin view, the quote will show that the deposit has been paid, along with the Stripe payment details.

Collecting Deposits Without Stripe

If you don't use Stripe, the customer won't see a pay now button when they accept the quote. Instead, you arrange payment outside of Puree — for example, by sending an invoice through Xero or another method. Once the customer has paid and the funds have hit your bank account, you record the deposit manually in Puree.

To do this, go to the quote, click Actions → Add Deposit Received, enter the amount and the date, and save. The deposit is then recorded on the quote and visible to the customer.

Viewing All Deposits

To see all deposits across your quotes, go to the admin page and click Deposits Held. This gives you a record of all deposits that have been paid, including the date and amount.

Important: Deposits and Totals

Deposits are not deducted from the quote total. They are recorded as a note inside Puree to track what has been received. You manage the actual financial reconciliation of deposits outside of Puree (e.g. in your accounting software).