Question 1

Can I require a deposit before work starts?

Accepted Answer

Yes. Set a deposit on any invoice or estimate as a percentage or a fixed amount, and the outstanding balance is tracked automatically as payments come in. Deposit-due reminders can chase it for you. A deposit invoice can be raised straight from the approved estimate, so the job starts on your terms.

Question 2

What happens to tax when I apply a discount?

Accepted Answer

Tax is recalculated on the discounted subtotal automatically, so the total is right without anyone reaching for a calculator. Discounts can be a percentage or a fixed amount, and they appear on the printed invoice so the customer can see exactly what was allowed. Nothing has to be corrected by hand afterwards.

Question 3

Can customers sign on a phone or tablet?

Accepted Answer

Yes. Signatures are captured on-screen and attached to the invoice or estimate, so there is no printing, signing and scanning. The signed document keeps the signature with it wherever it is viewed or exported. Client signatures are included on every plan rather than sold as an upgrade.

Question 4

Can I bill a maintenance contract automatically each month?

Accepted Answer

Yes. Set up a recurring invoice template once and it generates on your chosen schedule, with optional automatic sending. Any invoice can also be split into installments, with progress tracked against the plan. When the contract changes you edit the template rather than rebuilding the invoices one by one.

Question 5

Do I need to upgrade to get these controls?

Accepted Answer

No. Deposits, partial payments, discounts, purchase orders, client signatures and recurring invoices are included on every paid plan, starting with PaYu at R119 per month plus R99 per technician seat. Growth at R349 per month includes one technician, with extra seats at R189. All advertised prices include 15% VAT.

Every billing control you need, included from day one.