Collect the deposit when they accept.
Connect Stripe once. Set a deposit on every quote. When your couple accepts, they pay the deposit and an invoice generates automatically with a real due date.
Acceptance triggers everything else.
Stripe collects the deposit. Invoice auto-generates. Balance schedules itself from your payment terms. No manual re-keying.
One-click OAuth into your Stripe account
Connect Stripe via OAuth in 30 seconds. No keys to copy, no webhooks to configure. Works with your existing Stripe account.
% or fixed amount on any quote
Choose a deposit policy: 25% percentage, $1,500 fixed, or 'deposit now, balance later.' Your client sees both deposit + balance clearly in their portal.
Auto-generates on acceptance
The moment a client accepts the quote, an invoice is created with a unique number, line items copied from the quote, and a real due date from your payment terms.
From accepted to paid in one workflow.
No re-keying between quoting, invoicing, and payment collection. Acceptance kicks off the full chain automatically.
Pay via Stripe Checkout
Client clicks 'Pay deposit' in the portal and lands in Stripe Checkout. Cards, ACH, Apple Pay, Google Pay — Stripe handles the rest.
Invoice on every acceptance
The moment a quote is accepted, an invoice is created — unique number, due date from your payment terms, line items, the works. No separate workflow.
Status syncs across quote + invoice
Quote status and invoice status update automatically as payments come through. You always know who's paid what.
Deposit % or fixed amount
Set a percentage (e.g. 25%) or a fixed dollar amount per quote. Or skip the deposit and bill the full amount on acceptance.
Remaining balance collection
After the deposit clears, your client sees the remaining balance and a button to pay the rest whenever they're ready — same portal.
Payment terms → due date
Define your policy once ('Net 30', 'Payment on acceptance', '50% deposit, balance due on delivery') and it flows from the quote into the invoice's due date.
Custom payment instructions
Add ACH details, check-mailing address, Venmo handle, wire info once — they show up on every invoice automatically for non-Stripe payments.
Invoice PDF
Your client can download a clean invoice PDF straight from their portal — branded with your logo and contact info.
Status sync
Each invoice shows clearly whether it's unpaid, deposit paid (with remaining balance), or paid in full. Quote ledger and invoice ledger stay in sync.
Money flows when the deal closes.
Acceptance, deposit, invoice, balance — one workflow.
Couple accepts and pays 25% deposit at 11pm
“Wedding couple opens the quote portal at 11pm. They toggle the optional florals on, hit accept, sign, and tap 'Pay deposit.' Stripe Checkout handles the card, planner gets notified, invoice auto-generates.”
Saturday booked while you're asleep. No follow-up call needed for the deposit.
Caterer collects per-head deposit + final-headcount balance
“Caterer's corporate client accepts a tentative-headcount quote with a 30% deposit. Three weeks pre-event, the client confirms final headcount; caterer updates the quote, client re-accepts and pays the rebalanced amount.”
Two-step deposit-now / final-headcount-later workflow handles real catering operations.
Venue adds Venmo handle to invoices
“Smaller venue prefers Venmo for some clients. Adds Venmo handle to payment instructions once. Every invoice shows Stripe Checkout button AND the Venmo handle, so clients can choose.”
Both Stripe Checkout and bank/Venmo/check are first-class on the invoice.
Pairs naturally with the rest of QuotePilot.
Deposit collection and invoice view both live in the client portal — same URL, no login.
Learn more →Counter-signed contract triggers deposit collection — sign and pay in one flow.
Learn more →Acceptance of an AI-drafted quote auto-creates the invoice. End-to-end automation.
Learn more →Frequently asked questions
Do I need a Stripe account?+
How do I set the deposit percentage?+
When is the invoice due?+
Can clients pay the balance later?+
Can I add my own payment instructions?+
Does the invoice have an invoice number?+
Acceptance triggers the payment.
Stripe deposits · auto-invoicing · custom payment instructions · 14-day free trial