Source: https://aquasops.com/help/create-a-quote-and-take-a-deposit Last updated: 2026-10-29 > How to make a quote in AquaOps, send it, let the customer accept or decline from a link, take a deposit and turn it into an invoice. Help: Billing · 4 min read # Create a quote and take a deposit How to make a quote in AquaOps, send it, let the customer accept or decline from a link, take a deposit and turn it into an invoice. By the AquaOps team *[Image: A large blue steel water storage tank at a water treatment plant]* Quotes let a customer agree to work and pay a deposit before you start. Open **Billing, Quotes**. ## Make and send a quote 1. Choose **New quote** and pick the client. Add lines for the work and parts. A quote can cover several of the client’s jobs; each line has its own job. 2. Set the deposit if you want one. 3. Choose whether the customer pays the online processing fee. 4. **Send**: the customer gets an email with a PDF and a link to the online copy (up to five addresses). ## The customer decides From the link or the portal, the customer can **accept or decline**. A “no” must come with a reason. ## Take the deposit Staff record a deposit with **Record payment** and choose the quote, or the customer pays it online. A deposit can be recorded only for an accepted quote that has a deposit, up to what the deposit still needs. Screens hide “Pay the deposit” once it is covered. ## Convert to an invoice When the work is done, **convert** the accepted quote into an invoice. The deposit already paid is counted against it. See [invoicing and online payments](https://aquasops.com/features/invoicing-and-online-payments) and [take online payments with Paystack](https://aquasops.com/help/take-online-payments-with-paystack). ## Keep reading - [Take online payments with Paystack](https://aquasops.com/help/take-online-payments-with-paystack) - [Manage stock and record parts used on jobs](https://aquasops.com/help/manage-stock-and-parts-on-jobs) ## Want to see it working on your own data? Book a demo and we will walk through this with your kind of work. [Book a demo](https://aquasops.com/contact) [See how it works](https://aquasops.com/how-it-works)