Understanding Deposit Collection Options

A deposit recorded outside Apprentice and a deposit collected through a payment flow are different actions. Check where the money was received before choosing a workflow.


Record an outside deposit


  1. Open More → Business → Payments.
  2. Choose More payment actions → Record payment, then Record an outside payment.
  3. Choose the project and date received.
  4. In the payment entry, choose Deposit as the payment type and the method used outside Apprentice.


Only record a deposit after you have received it. Check the project and amount before adding another entry.


Payments also offers Send link and Take payment. Recording an outside deposit does not collect money from a client.


For flash designs, the Direct Booking editor exposes No deposit, Flat deposit, Percentage of estimate, and Full estimate up-front. Reopen saved settings before relying on them, and verify the client payment outcome separately.


Deposit selected in the outside-payment form.



Updated on: 10/09/2026

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