Quotes
Send a quote and turn it into a booking.
A quote sets out a price before the customer commits. Go to Sales → Quotes → New Quote, fill in the customer's name, the line items and Valid Until, then Send Email or Copy Payment Link.
The customer can press Accept Quote on the link, and is then offered payment.
Turning it into a booking: Press Convert to Booking. It opens the booking builder for that customer, and saving the booking marks the quote accepted. Convert to Booking is only offered while the quote is a draft or sent. Once the customer accepts it online, the button goes, and a card payment made on the quote is not attached to any booking.
So the dependable order is: agree the quote, press Convert to Booking yourself, and take the deposit on the booking.
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