Appliance Repair Invoice Software — How to Take a Deposit
The Deposit field on the invoice asks the customer to pay that amount first, from a Pay button on the invoice they receive. When the customer hands over the deposit in cash or by check, it's recorded on the job as a payment instead.
Big repairs are where a deposit earns its keep: an expensive part gets ordered for one customer, and the visit to install it is a week away. This short animation shows the two ways a deposit is taken in Taskrol and when each one fits.
The Deposit field sits on the invoice next to the tax rate and the discount. With card payments set up, the customer opens the invoice from the text, sees the deposit as the amount due, and pays it with the Pay button; the rest stays on the invoice as the balance due for the end of the job.
When the deposit comes in cash or by check, the field isn't the tool. Open the job, tap Payment, enter the amount and pick how the customer paid. The payment is recorded, the remaining balance updates, and the rest is recorded the same way when the work is done. Card payments are set up once, in Settings under My Money.
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Transcript: Appliance Repair Invoice Software — How to Take a Deposit
The full narration, if you would rather read than watch.
Want the customer to pay part of the job up front? That's the Deposit field on the invoice. But it only works one way. Open the invoice and type the amount into Deposit, right next to the tax rate and the discount.
If your company takes online payments, the invoice goes to the customer with the deposit as the amount due, and a Pay button. They pay the deposit from their phone, and the rest stays on the invoice as the balance due.
Without online payments, there's no Pay button on the invoice, so the Deposit field does nothing for you. So leave it empty. When the customer hands you the deposit, open the job, tap Payment, enter the amount, and pick how they paid.
The payment is recorded, and the remaining balance waits for the end of the job. You record the rest the same way. Want deposits paid online? Set up your payment account in Settings, under My Money. Taskrol.com.
More Taskrol guides
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- Appliance Inventory Software — Van Stock and One Shared Shopping List
- Technician Pay for Appliance Repair — Hourly or Percent of Margin
- Appliance Repair Software Demo 2026 — Jobs, Parts, Invoices in One App