Before requesting a deposit, define the work, start date, materials, total quote, and remaining balance. Explain what the deposit secures and when the next payment is due. If the job depends on a site visit or customer-supplied information, state that clearly before accepting funds.
Give the customer a receipt or written confirmation showing the amount, date, purpose, and balance. Keep the payment linked to the correct customer and job, and update the record whenever scope or timing changes. Do not treat money committed to materials or a particular job as available for unrelated expenses.
Set cancellation and rescheduling terms in plain language and have them reviewed for your situation. Present your services and booking information on a KobStore storefront, so customers understand the offer before they commit.
