Deposits let you collect partial payment upfront before starting work. You add a deposit requirement to an estimate, collect it via Stripe or record a manual payment, and FieldCamp automatically tracks what's been paid and what's still owed. When you convert an estimate into a job and then create an invoice, collected deposits carry through automatically.

Here's the typical deposit flow:

Add deposit to estimate → Send to client → Client pays deposit → Approve estimate → Convert to job → Create invoice → Deposit auto-applied to invoice → Client pays remaining balance

FieldCamp tracks deposits separately from the main invoice payment. Each deposit has its own payment status (Unpaid, Partial, or Paid) and payment history, so you always know exactly where things stand.

Key concept: A deposit is created on an estimate. It stays linked to that estimate as it moves through the pipeline. When the estimate converts to a job and eventually to an invoice, the deposit and any payments collected against it transfer automatically — you don't need to re-enter anything.

The deposit now appears in the estimate's price summary. When you send the estimate to the client, they'll see the required deposit amount and due date.

Multi-option estimates: If your estimate has multiple pricing options, the deposit recalculates dynamically based on whichever option the client selects. A 50% deposit on a $2,000 option shows as $1,000, but the same estimate's $3,000 option would show $1,500.

Once a deposit is added to an estimate, it follows the document through the entire pipeline:

Important: You cannot add a deposit directly to an invoice. Deposits are always created on estimates and then flow through to jobs and invoices automatically.

Once a deposit is set on an estimate, you can collect the payment in two ways:

If you have Stripe connected, clients can pay the deposit online directly from the estimate they receive by email. The payment is processed through Stripe and automatically recorded in FieldCamp.

The deposit payment link appears on the client-facing estimate view. The client clicks Pay Deposit, enters their card details on the Stripe checkout page, and the payment is recorded instantly.

For cash, check, bank transfer, or any other offline payment method:

Partial deposits: Clients can pay deposits in multiple installments. For example, if the required deposit is $1,000, a client could pay $500 now and $500 later. FieldCamp tracks each payment separately and updates the deposit status accordingly — showing Partial until the full amount is collected.

Every deposit has a payment status that updates automatically:

You can view the deposit payment history at any time by opening the estimate. The document shows the total collected and the remaining to collect.

This is one of the most important parts of the deposit workflow. When you convert an approved estimate into a job and then create an invoice, FieldCamp automatically:

Example: You send an estimate for $2,000 with a 50% deposit ($1,000). The client pays the $1,000 deposit. You approve the estimate, convert it to a job, and then create an invoice. The invoice shows a total of $2,000 with $1,000 already paid (from the deposit), leaving a balance of $1,000 for the client to pay.

Important: The deposit transfer is automatic — you don't need to manually re-enter or apply the deposit when creating the invoice. FieldCamp handles the entire handoff from estimate through job to invoice.

You can edit a deposit's amount, type, or due date as long as it hasn't been used by an invoice yet.

If the deposit has already been consumed by an invoice (marked as "used"), you cannot edit it. This prevents changes that would create inconsistencies between the estimate and invoice records.

To remove a deposit entirely, open the estimate's deposit settings and clear the deposit fields. This removes the deposit requirement from the document. If payments have already been collected against the deposit, those payment records are preserved in the payment history.

If a deposit payment was recorded in error, you can delete it — but only if that payment hasn't been applied to an invoice yet. Once a deposit payment has been used by an invoice, it cannot be deleted because it's part of the invoice's payment record.

Deposits appear in the price summary section of estimates and invoices, both on screen and in PDF exports.

The estimate shows a Required Deposit line with the amount and due date below the total. If the deposit is percentage-based, the percentage and calculated amount are both displayed.

Once deposit payments are collected, the estimate shows Total Collected and Remaining to Collect in place of the raw deposit requirement.

Invoices show the full total, then an Invoice Balance line that reflects the remaining amount after deposits are applied. The client sees exactly what they still owe.

You can control whether deposits appear on your document templates. Go to Settings → Document Templates, select your estimate template, and toggle the Deposit setting on or off under Customer View Settings. The available template fields include ######{{depositAmount}} and ######{{depositDate}} for custom layouts.

Deposit fields are available in Workflow Automation rules. You can create automations that trigger based on deposit data — for example:

The available deposit fields for workflow rules:

Yes. Deposits are added to estimates only. The deposit then flows through to the job and invoice automatically when you convert the estimate. You cannot add a deposit directly to an invoice or a standalone job — the estimate is the starting point.

FieldCamp prevents deposit payments from exceeding the required deposit amount. If the required deposit is $500, a payment of $600 will be rejected. The client can only pay up to the remaining deposit balance.

Yes, as long as the deposit hasn't been consumed by an invoice. You can increase or decrease the required deposit amount on the estimate. If the new amount is less than what's already been collected, the deposit status will show as Paid.

Go to Settings → Document Templates, select your estimate template, and turn off the Deposit toggle. This hides the deposit section from the client-facing view while still tracking it internally.

Deposit payments are recorded in FieldCamp's payment history and transfer to invoices. When invoices sync to your accounting software, the deposit payments are included as part of the invoice's payment record.

Yes. Stripe enforces a minimum payment amount (typically $0.50 USD). If your deposit amount is below this threshold, the client won't be able to pay via Stripe. You can still record a manual payment for any amount.

This button only appears when there's a remaining deposit balance on an estimate. If the deposit is fully paid, the button won't show. Check the deposit status — if it says Paid, the full deposit has already been collected.

If the deposit has been consumed by an invoice (the estimate was converted to a job/invoice and the deposit transferred), it becomes locked. You cannot edit a deposit that's already been applied to an invoice.

Deposits transfer automatically when you create an invoice from an estimate (either directly or through a job). If you created the invoice independently — not from the estimate or its job — the deposit won't transfer because it's only linked to the source estimate. To apply the deposit, make sure you create the invoice from the estimate or its associated job using the convert/create invoice action.

Deposit payments that have been applied to an invoice are locked and cannot be deleted. This protects invoice payment records from being altered. If you need to adjust, you'll need to handle it through the invoice's payment management.