Use Cognito Forms (an online form builder) to send customers a deposit request link the moment a big parts order is approved. The form collects payment info and logs the deposit amount directly into QuickBooks Online before you spend a dollar at the parts counter. You stop fronting money on jobs that customers later cancel.
Build a deposit request form in Cognito Forms with customer name, vehicle info, job description, and payment field
Connect Cognito Forms to Stripe inside the form builder to accept card payments
Use Make to send a new QuickBooks Online payment record every time a deposit form is submitted
Set up a Make step to notify your service advisor via email when a deposit is confirmed
Send the Cognito Forms deposit link to customers by text or email before placing any parts order
Create a free account to get the steps written out for your tools, click by click.
Create a free accountEliminate parts write-offs from canceled jobs and collect deposits on every order above $300.
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