---
title: "Accept a customer's initial deposit in ServiceTitan Mobile"
slug: "accept-a-customer-s-initial-deposit-in-servicetitan-mobile"
updated: 2026-10-15T01:29:55Z
published: 2026-10-15T01:29:55Z
canonical: "help.servicetitan.com/accept-a-customer-s-initial-deposit-in-servicetitan-mobile"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Accept a customer's initial deposit in ServiceTitan Mobile

## Overview

If you are on a sales call and you sell an estimate, you may need to collect an initial deposit. This can be done by collecting a payment, recording in the memo and invoice summary that it is a deposit, and then moving it later on.

[KB - Accept a Customer's Initial Deposit in ServiceTitan Mobile Video](https://fast.wistia.net/embed/iframe/4g4jh3ndfg?web_component=true&seo=true&videoFoam=false)

---

### 

#### Who uses this feature

- Technicians
- Applies to all business types
- Applies to all trades

## How to collect a deposit

1. Once you've sold the estimate (and the customer has signed the estimate), you'll go to the invoice for the current job to collect the deposit amount.
2. Tap **Pay** and enter the amount of the deposit. Process the payment as you normally would.
3. In the payment notes, write the payment details and the deposit amount.
4. Make sure the deposit information is also on the invoice summary (this makes it easier for the Office).
5. You can now complete the job. When you close out the invoice, the customer will sign again.

![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/accept-a-customers-initial-deposit-in-servicetitan-mobile-image-vp4sgjq1.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A47%3A10Z&se=2026-10-31T02%3A47%3A10Z&sr=c&sp=r&sig=ZVBB84x6ifYXDnwHDxZE87HDEOijLlrtSRGGEInn8ZA%3D)

## The Office will move the payment to the correct invoice

The invoice for the estimate visit will temporarily show a negative balance.

Once the job is finished, the Office can move the payment to the appropriate invoice for the install (*Search* > *Project* > *Move Payment*). Click [here](/construction/docs/move-payments-between-invoices) for more information on moving payments.

## Want to learn more?

See [Mobile Handbook](/construction/docs/download-the-servicetitan-mobile-technician-handbook).