Delivery & Deposit Setup
Start with the delivery email, receipt date, and core design deposit details.
Client Record
Capture the client name and primary contact details exactly as they should appear on the receipt.
Project Location
Enter the service address for the design engagement.
Billing / Mailing Address
Complete this section only when the billing or mailing address differs from the project location.
Leave these fields blank when the billing address matches the project location.
Deposit Payment Method
Choose how the design deposit is being received.
Notes for Receipt / Record
Use this space for any notes that should carry into the receipt or help support the internal transaction record.
Client Approval Signature
Capture the client approval signature here when it is available. The signature and date carry directly into the generated receipt.
Client Approval Signature
Use a mouse, trackpad, or finger. The captured signature is placed directly into the generated receipt PDF.