Deposits & Progress Billing for Contractors
Collect the deposit before the work starts, bill stages as the job progresses, and keep the deposit and invoice history reconciled in the same customer workflow.
Start freeCollect deposits where the sale begins
Set a deposit on an estimate or invoice, then let the customer pay it through the standard public checkout flow.
Invoice each milestone
Create milestone or progress invoices for a job instead of waiting to send one large final invoice after every phase is complete.
State-aware deposit limits
BCTM applies deposit compliance checks, including the Pennsylvania cap, so the workflow can flag a deposit that exceeds an applicable limit.
Reconcile deposit and final billing
Keep deposits and linked invoices in the same record so you can see what was collected up front and what remains to bill.
Keep the schedule clear for customers
Put the deposit and milestone structure on the estimate or invoice so customers can see what is due before work and at each stage.
How it works
- 1
Set the deposit on the sale document
Add the deposit to an estimate or invoice and send the customer through the public checkout to pay it.
- 2
Bill the completed stage
Create the next invoice as a milestone or progress bill when the work reaches the stage you defined.
- 3
Reconcile the job billing
Review the deposit alongside the related invoices so the up-front amount and remaining balance stay clear.
Frequently asked questions
Can I collect a deposit on an estimate?+
Yes. BCTM supports deposits on estimates, and customers can pay through the public checkout flow.
Can I collect a deposit on an invoice?+
Yes. You can set a deposit on an invoice as well as on an estimate, with the customer paying it through public checkout.
Can I bill a large job in stages?+
Yes. BCTM supports milestone and progress invoices so you can bill work in stages rather than only at the end of the job.
Does BCTM handle deposit limits?+
BCTM includes state-aware deposit compliance checks, including the Pennsylvania deposit cap. You remain responsible for confirming the rules that apply to your work and contract.
Can I reconcile a deposit with the final invoice?+
Yes. Deposit and invoice records are kept together so you can reconcile what was paid up front against the related billing.
Does BCTM offer financing or payment plans?+
No. BCTM supports deposits and milestone invoices, but it does not offer financing, payment plans, installments, or APR-based payment products.
Bill work as it moves forward
Start free and collect deposits, send milestone invoices, and keep each job’s billing history together.
Start free