Make the payment step clear after the customer says yes
Tradient can carry deposit wording and bank details through the quote workflow so the customer sees what is due and how to proceed after acceptance without another round of manual instructions.
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Tradient
Deposits and bank details
TRADIENT DEMO
Professional trade quote
QUOTE
Q-218
Deposit after acceptance
Bank details + payment reference
Set expectations before the signature, show next steps after it
The customer should know the commercial terms before committing and receive an obvious next action once the quote is accepted.
Set deposit wording
Define what is required for the job in the quote terms and pricing context.
Include the correct bank details
Use the business payment information configured for direct deposit.
Customer reviews before accepting
The deposit expectation is visible before the signature decision.
Show the next step clearly
After acceptance, the customer can see the relevant payment instructions rather than waiting for another email.
Acceptance is not the end of the handover
A customer who has just signed should immediately understand the next step: whether a deposit is required, how much it is, and where the payment should go.
Deposit terms in the quote
State the deposit expectation before the customer accepts rather than surprising them afterwards.
Business bank details
Keep direct-deposit information available as part of the agreed next-step flow.
Consistent customer instructions
Avoid rewriting account details and payment wording in separate follow-up messages.
Connected to the signed job
The payment instruction follows the same quote the customer reviewed and accepted.
Most useful when work needs commitment before scheduling
Deposits are common on larger material-heavy or scheduled work. Clear wording helps both sides understand what moves the job from accepted to booked.
Custom materials that need ordering
Painting or building work booked weeks ahead
Roofing work requiring material commitment
Larger jobs where a deposit confirms the start
Related paths through Tradient
Follow the part of the workflow that matters most to the way you quote today.
About deposits and bank details
The current direct-deposit flow presents the business bank and deposit instructions; it does not claim to process the customer bank transfer itself.
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