Ready-made request 路 Payments
Document checklist: Tradesperson invoice: deposit and balance
Who asks whom: The tradesperson to the client
Useful for: Business
3 documents1 to signFree
Free. You can change everything before sending.
The 3 documents to request
- Signed quoteSign the quote with the words "agreed", then send it back.Document or photo (PDF, JPG, PNG, HEIC, WebP) 路 To sign
- Deposit on orderPay the deposit set out in the quote, then declare it here.Payment: "I've paid" statement, optional proof
- Balance at the end of the workTo be paid once the work is finished, on invoice.Payment: "I've paid" statement, optional proof
Documents to sign
- Signed quote: To sign by hand, then send as a photo or PDF.
How it works
- List the documents you need, and their format. With this ready-made request, the list is already done.
- Add the people. Everyone sends the same thing, or each their own.
- Set the deadline and how often to remind them. Done.
Everyone gets a personal link by email or text message. No account to create, no app to install: they snap their document with their phone. Invitations and reminders go out between 9 am and 7 pm (Paris time), never on Sundays or public holidays, and stop as soon as the person has sent everything.
Frequently asked questions
Which documents should you request (tradesperson invoice: deposit and balance)?
This ready-made request lists 3 documents: signed quote, deposit on order, balance at the end of the work. One of them must be signed.
Do the people need to create an account?
No. Everyone gets a personal upload link by email or text message, with no account to create and no app to install.
Can I change the list?
Yes. Before sending, you can add, remove or rename a document, and change its format or its instructions.
Is this ready-made request free?
Yes. The ready-made request is free, and so is the Free plan: one campaign at a time, 5 contributors, email reminders.
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Ready to send it?
Free. You can change everything before sending.
Updated on October 3, 2026