Agree on timing, deposits and changes
Record the payment method, due date, any deposit and the deliverables attached to each payment. The deposit shown by Quotisa is calculated from the total; it does not create a payment receipt or a separate deposit invoice.
Agree on cancellations and late payment conditions in advance. Check the rules that apply to the transaction and customer.
Fictional example · Canada (English)
Subtotal: $350.00
Deposit (%) 30%: $105.00
Balance after deposit: $245.00
For a proposal of 350 currency units, a 30% deposit is 105 and the balance is 245. State the date or milestone that triggers each payment and how changes to the scope will be agreed.