Managing Deposits

Learn how to request, collect, and track deposits on your quotes using Stripe or manual recording.

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.

Recording a received deposit in Puree does not create a separate deposit invoice, payment or prepayment in Xero. See Processing Deposits in Xero for the boundary between the two systems.

Find and export the deposit report

Open Settings → Deposits held. The report is headed Customer deposits; its page address is /deposits.

• Upcoming: orders dated today or later with a deposit requirement or a recorded deposit.
• Previous: earlier orders with a deposit requirement or a recorded deposit.
• Deposits outstanding: orders whose recorded receipts are below the required deposit amount. By default this looks at upcoming orders.

Search by customer, quote number or tag, and use Date from, Date to and Tag as needed. The date range filters the order/event date, not the date the deposit was received. A supplied date range overrides the usual upcoming/previous date split. Expired and deleted orders are excluded unless you select Show expired/deleted.

Use the PDF or CSV export buttons to export the filtered result. Rows show the deposit requirement, receipt dates and amounts, and payment method. Balance owing means quote total minus recorded deposits; it is not the amount of deposit still required. The Deposits outstanding filter uses the required deposit minus receipts instead.

What the report does not establish

This report describes records held in Puree. It is not a reconciled Xero deposit-liability ledger, a bank statement or a historical balance as at a selected receipt date. It does not establish how much of a payment has been allocated or refunded in Xero. Reconcile those questions using the accounting records.

Recording a manual deposit updates Puree’s receipt record and customer acknowledgement. It does not transfer money or write a payment or prepayment to Xero. The quote’s sales total remains the full order value; receipt and balance displays are separate.

Deposit data in the developer API

The read-only order-detail endpoint, GET /api/public/v1/orders/:id, includes a deposits list with the recorded amount in cents, receipt date and source (manual or stripe). It requires the developer API’s account-scoped access token. This is order-level Puree data, not Xero reconciliation or deposit-liability reporting. There is no separate deposit-write endpoint on this public API. See The Developer API.