Request Clients Deposits
& Signatures Online
Generate instant quotations and send them by email with just a few clicks. Invoice Fly makes it easy to request a partial deposit payment and get a client’s signature to ensure client’s commitment in new projects.
Available for iOS & Android mobile devices
Radio silence after requesting a deposit or an online signature?
Request a deposit online from your customers with a single click — and get client’s commitment faster with Invoice Fly’s client signature feature.
Invoice Fly turns radio silence into firm commitments by combining professional estimates, client engagement tools, and seamless payment options that help you close deals efficiently.
Improved Cash Flow
Getting deposits upfront provides immediate working capital for materials and initial expenses, reducing your out-of-pocket costs.
Client Commitment
When clients put money down, they’re much less likely to cancel or delay projects, reducing your risk of schedule gaps.
Reduced Payment Chasing
By establishing a payment pattern from the start, clients are conditioned to pay promptly throughout the project.
Time Savings
Create and send quotes on the spot during client meetings, with deposit payment links included—no need for follow-up paperwork or separate invoicing.
Project Scheduling
With deposits secured, you can confidently schedule crew, equipment, and materials, knowing the project is confirmed.
Financial Protection
Deposits help protect against complete loss if a client cancels after you’ve already invested time in planning or purchased materials.
"Invoice Fly really helps me know which clients are really committed with the job. I can quickly request a deposit payment in advance, or ask customers to sign my estimates and be sure they want to move forward."
Alex Brown
Columbia Landscaping, LLC
Steps to Request
Deposits & Signatures
Step 1: Create a new estimate
- Add your client and job details
Add your quote number and select which client are you sending the estimate to, from your client’s list.
Then, include billable items, materials, and the work hours you estimate you’ll need to complete the job.
- Include your price and discounts
Our app automatically calculates the total prices for every serivce and items you’ve added in the past, just select from your service list and it will be done!
Request a signature to ensure client’s alingment with the project.
Step 2: Request Deposit & Digital Signature
- How To Request A Deposit:
- Step 1: click on “Edit” estimate.
- Step 2: click on “Deposit Request”
- Step 3: input the desired deposit amount.
- How To Request A Signature
- Step 1: click on “Edit” estimate.
- Step 2: click on “Request sign & acceptance”
- Step 3: ask client to sign directly on the spot or online.
Step 3: Customize Your Quote
- Choose a professional template
Choose from one of our 7 templates and match it with your brand colors.
Add your logo or generate a new logo using our AI logo generator tool. You can remove the background of your logo, customize the size.
- Make it look good
We have recently added new gradient colors that will give a modern look to your estimates and quotes.
Easily add or remove any information field from the header, content or summary of your estimate and make it 100% to your liking.
Tips to Request a Deposit
from Clients Politely
Requesting deposits from clients can feel awkward, but it’s an essential business practice. When done tactfully, asking for upfront payment can actually enhance your professional image while protecting your business. Here’s how to request deposits politely and effectively:
1. Set Clear Expectations Early
Introduce your deposit policy during initial discussions. When clients know from the beginning that a deposit is standard procedure, they’re less likely to resist when the time comes to pay.
2. Explain the Benefits to your Clients
- Reserves their spot in your schedule
- Demonstrates mutual commitment to the project
- Allows you to begin material acquisition right away
- Ensures their project takes priority
- Provides them with peace of mind that you’re committed to their timeline
3. Build Deposit Requirements into Your Quote
Include deposit terms directly in your quote or proposal so there are no surprises. Use clear language: “To proceed with the project timeline outlined above, a 40% deposit ($X) is required by [date].”
4. Offer Multiple Payment Options
Make payment as convenient as possible by offering several methods: credit card, ACH transfer, digital wallets, or even traditional checks. The easier you make it to pay, the faster you’ll receive your deposit.
FAQs About Requesting
Clients Deposits Online
While cash or check payments are options, they delay project confirmation and create scheduling uncertainty. Invoice Fly lets you record manual payments, but consider offering a small discount for electronic deposits to encourage digital adoption and secure faster commitments.
This resistance often signals potential payment issues later. Instead of reducing the percentage, offer to break the project into smaller phases with deposits for each stage. This addresses their cash flow concerns while still protecting your business from non-payment risk.
Explain that your deposit policy ensures materials are ordered promptly and their slot in your schedule is guaranteed. Frame it as a benefit: "The contractors who don't require deposits often can't prioritize your project or might delay work while juggling multiple jobs to manage their cash flow."
Specify a clear cancellation policy with non-refundable and refundable portions based on timing. For cancellations within 48 hours of scheduled work, consider retaining 25% to cover scheduling opportunity costs. For earlier cancellations, a full or partial refund processed within 3-5 business days maintains goodwill.
Follow up with a personal call (not text or email) within 24 hours of sending the request. Ask directly if they had trouble with the payment system or have concerns about the project. Offer to walk them through the payment process while on the phone, which increases commitment and resolves potential technical issues immediately.
Integrations that will get you paid fast
Explore other Features
Invoice Maker
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Client Portal
Centralize all your client information in a secure & cloud-based platform.
Online Payments
Collect payments with PayPal, Stripe, Apple Pay, American Express, Visa, and MasterCard.
Free Resources
Resources to run your business smoothly and efficiently.
Free Generators
Generate free Invoices, Estimates, Bills, Quotes, Receipts, and Proformas.
