ampdIQ Team
Keep electrical deposits and invoice balances clear
Document payment milestones, customer approval and confirmed deposits without treating an opened payment link as a paid invoice.
Agree on milestones before sending a link
Describe the assessed electrical scope, who handles permits and inspections, and the proposed payment timing. A deposit policy should match applicable law and the agreement reviewed for the job. A generic form does not establish the legal deposit limit for your location.
Separate an estimate from an invoice
An estimate describes proposed work. An invoice describes an amount due under the agreed terms. Keep the accepted scope and any approved changes attached so the customer can understand the final amount. Do not use a new invoice to introduce an unapproved extra.
Use confirmed payments in the balance
An opened payment page is not proof of payment. Record a card payment only after the processor confirms it. Deduct a confirmed deposit once, keep its reference and show the remaining balance. If a payment is refunded, revisit the balance rather than leaving the invoice marked paid.
Keep card details out of your notes
Use the released hosted payment workflow instead of writing card details in job notes, texts or forms. Check the Pricing page for current payment availability. Confirm the actual released options before offering either method on a real job.
Make the receipt match the delivery
A receipt should describe a confirmed payment and show whether it was actually sent. If texting is off, do not tell the customer a text was delivered. Keep an email, printable record or another agreed delivery option available, and retain the payment status separately from the message status.