Deposits can only be taken once a customer has agreed to proceed with work on their vessel. In other words, you can only use the Take Deposit function for Work Orders. Below are the steps to convert an Estimate to a Work Order.

  1. Open the Estimate by going to Menu --> Service --> Estimates.
  2. You can search for the Estimate by using the Contact Name, Vessel Name, or Estimate Name.
  3. Scroll down to the Jobs in the estimate.
  4. Mark all Jobs as Approved that the customer has indicated he or she wants included in the Work Order.
    1. Any Jobs that aren't marked as Approved won't be transferred to the Work Order.
  5. Click Create Work Order at the top right of the page.
  6. Now you will see the Take Deposit button at the top of the newly created Work Order.