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How to send an invoice with a deposit

Amount, due date, payment link, wording and reminders.

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Florist handing a wrapped bouquet across the counter to a smiling customer, with a Gina message holding a deposit link until it's approved.

Quick answer

Put the deposit on its own line with the due date, attach a payment link rather than bank details, and state what the deposit secures (usually the date). Schedule two reminders before the due date so you are not chasing it by email.

What Gina does with it

Short, muted clips of the job and what Gina hands back. Every draft waits for your yes.

Proposals eat the afternoon Gina checks who’s free that night and drafts the proposal from your CRM, ready for you to send.

Why it keeps happening

No due date

Without a date, the deposit waits.

Bank details instead of a link

Every extra step delays payment.

Nobody reminds

The follow-up depends on someone remembering.

Fix it, step by step

01

Put the deposit on its own line

Amount and due date.

02

Say what it secures

Usually the date.

03

Attach a payment link

Not bank details.

04

Schedule two reminders

Before the due date.

You approve everything

Nothing goes live without your yes.

Every reply, proposal and deposit link waits in one list. Approve it, edit it or leave it. Gina never sends on its own.

How approvals work

A drafted proposal for the Morgan wedding arrives marked waiting on you. Approve is pressed, a check lands and the card shows Sent. A second draft, a follow-up to the Ellis anniversary party, is edited first to change next week to Thursday, then approved and sent.

What you can check before you decide

No invented numbers or borrowed testimonials. These are the parts you can verify in a demo.

  • Nothing goes out without your yesEvery drafted reply, proposal, post or payment waits in your approval inbox until you say send.
  • Runs on the agent you already haveGina works through your own AI account, so her work draws on a plan you already pay for. Today that means a Claude Pro or Max plan; more agents are coming.
  • Works with the tools you already useYour email, calendar, Google Sheets and CRM. There is no new system to move your business into.
  • See the real product firstThe walkthrough videos on this site are recordings of the actual Gina console. In a demo we run it against your week.

Deposit links and reminders are part of quote to deposit.

Invoice wording

Deposit (secures [date]) ........ [Amount], due [Date]
Balance ......................... [Amount], due [Date]

Pay the deposit here: [payment link]

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Common questions

Deposit or retainer?
In plain terms, a deposit secures the date and a retainer reserves your time. This isn't legal advice; check your contract wording.
How many reminders should I send?
Two before the due date usually means you never chase by email.

Stop chasing deposits by email.

Start “Three proposals, our way”, or book a 15-minute call first.

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