Deposits and payments pipeline

Track every booking from quote to deposit to paid, and chase the ones that stall automatically.

What you will learn

Stages like quoted, deposit requested, deposit paid, and settled on the booking record — a board view shows exactly whose money is outstanding.

A workflow that waits a set number of days after a deposit request and drafts the reminder — you approve it before it sends.

A report of unpaid deposits by event date, so the Friday scramble before a big weekend becomes a Monday glance.