Help Centre

Introduction to Deposits

Deposits help secure bookings and manage cash flow. Puree makes it easy to request, track, and manage customer deposits throughout the quote and order lifecycle.

Requesting a Deposit in a Quote

1. When creating or editing a quote, navigate to the Deposit section
2. Enable the "Require Deposit" option
3. Choose the deposit type:
   • Percentage of total (e.g., 25%, 50%)
   • Fixed amount (e.g., £500)
4. Set the deposit due date
5. Save your quote

Customer View of Deposits

When a customer views a quote with a deposit requirement:

• The deposit amount is clearly displayed
• The deposit due date is shown
• Payment instructions are included
• The quote cannot be fully accepted until deposit terms are acknowledged

Tracking Deposits

Once a quote is accepted:

1. Navigate to the Deposits section in the admin area
2. View all pending deposits
3. Mark deposits as received when payment is confirmed
4. Track deposit due dates and send reminders

Invoicing and Deposits

When integrated with Xero:

• Create separate invoices for deposits
• Track prepayments in your accounting system
• Apply deposits to final invoices
• Maintain clear financial records

Best Practices

• Set clear deposit policies in your terms and conditions
• Request deposits for large or high-value events
• Set reasonable deposit due dates (typically 7-14 days before the event)
• Send automated reminders for upcoming deposit due dates
• Clearly communicate refund policies