Sample account. Emails, payments and client actions are simulated.
How it works
Click through the workflow to see how it all fits together.
Payment record
Payments
Track deposits and invoice payments against the right client, quote and outstanding balance.
Deposits collected
£3,400.00
Secured before work started
Invoice payments
£7,860.00
Recorded against open balances
Pending
£550.00
Awaiting provider confirmation
| Date | Client | Applied to | Method | Status | Amount |
|---|---|---|---|---|---|
| 24 Jun 2026 | Oak & Vale Landscaping | Deposit for QS-1087 | Card | Completed | £1,200.00 |
| 23 Jun 2026 | Northline Works | Part payment for INV-2041 | Bank transfer | Completed | £2,200.00 |
| 22 Jun 2026 | Harbour Cleaning Co | Part payment for INV-2042 | Bank transfer | Completed | £880.00 |
| 20 Jun 2026 | GreenCo Studio | Deposit for QS-1086 | Payment link | Pending | £550.00 |
Connected payment record
One payment updates the whole workflow
When a deposit or invoice payment is recorded, QuoteStep updates the remaining balance, payment status, client activity and Recovery queue position together.
Linked to
Deposit for QS-1087
Method
Card
Status
Completed
Click through the demo to see the main features working together.