Instead of requiring full payment from your clients at the time of their photography orders, you can accept an order deposit instead. This is also helpful if you prefer to invoice your clients but want to ensure you are covered in the case of a last-minute cancellation. You can choose to charge either a percentage of the order or a fixed dollar amount. Take a look below to see how to set up order deposits!
How to require an order deposit
For step-by-step instructions with screenshots, see the Step-by-Step section at the bottom of this article.
Step 1: Click the Business tab
Step 2: Click the Default Settings tab
Step 3: Choose "Must Pay Deposit with Order" for Default Client Billing Option
Step 4: Choose the Deposit Type
Step 5: Enter the Deposit Percentage or Amount
Step 6: Click the paint roller icon to apply the change to existing clients
Step 7: Click "Save Changes"
Step-by-step
Step 1: Click the Business tab at the top of the page.
Step 2: Click the Default Settings tab on the left-hand side of the page.
Step 3: In the New Client Defaults section, click the Default Client Billing Option drop-down menu and choose "Must Pay Deposit with Order."
Step 4: In the Deposit Type drop-down menu, choose whether you would like to charge a Percentage of Order Total or a Fixed Dollar Amount.
Step 5: Enter your Deposit Percentage or Amount.
Step 6: If you would like to change this billing option for all existing clients, click the paint roller icon next to the Default Client Billing Option drop-down. This will automatically update all existing clients to require a deposit at the time of their order. Note: if you do not click the paint roller icon, you can make this change on a per-client basis by adjusting the billing option at the client level.
Step 7: Scroll to the bottom of the page and click "Save Changes." Your clients will now be required to pay a deposit at the time of their order.
For any additional questions, our Support team is ready to help you!
Call: (509) 515-3338
Email: Support@HDPhotoHub.com
Or use the chat button in your account for live assistance.