A deposit protects your cash flow before the work even starts — but only if you can collect it without chasing. Plannit turns deposit collection into a hands-off flow : approve the quote, and the deposit invoice, the online payment, and the reminders take care of themselves.
From an approved quote to money in your account, every step runs on autopilot.
Why you’ll love it
Secure your cash flow — collect the deposit up front, before you commit time and materials.
Zero manual work — the deposit invoice is generated automatically from the quote’s payment terms.
No chasing — automatic reminders go out if the deposit is not paid on time.
How it works
Your customer receives the quote and approves it with a single click.
Plannit automatically generates the deposit invoice according to the payment terms in the quote.
The customer receives the invoice and pays the deposit online using the payment method you offer.
If it is not paid on time, an automatic reminder is sent — no follow-up on your part.
Once the deposit is paid, you get a notification.
Keep the momentum going
Deposits are one step of a billing cycle that can run itself end to end: win more contracts with Plannit quotes, accept the payment with Plannit Pay, and let approved quotes flow into effortless invoicing.
Secure the deposit, skip the chasing, start the job with cash in hand — that is Plannit.