When your client signs a contract they can also pay a required deposit, just like how they do with proposals. This removes additional steps so that you can get started on your project faster.
Note: This feature is only available with Bonsai's integrated payment method, Bonsai Payments. If you enable this feature, it will automatically use Bonsai Payments.
Enabling upfront payments
Get started by accessing Client Management > Contracts within your navigation bar.
To activate the feature to require a payment, just navigate to the panel on your contract editor. Scroll down to the 'Payments' section, and enable the 'Require Upfront Payment' option. From here, fields will appear to input your deposit amount and payment methods.
Here's a closer look at where you can configure your upfront payment. Simply input the amount and payment methods, and click 'Save Changes':
Once you've saved your settings, it will looks something along these lines, showing the configuration:
You will be able to edit these settings until your contract is signed and sent, by selecting 'Edit Upfront Payment'.
How upfront payments appear for clients
Once your client counter-signs your contract, they will see a modal prompting them for payment.
At this point, the connected invoice will be created inside of your account as well as being marked as 'Invoice Outstanding'. To access the invoice, navigate to the Financial Management > Invoices page on your navigation bar.
If, for some reason, your client fails to complete their payment here, you can always send a reminder for the invoice itself separately. To do so, select the invoice and click on the 'Send Reminder' button.