What problem does this solve?
Jobs often begin before deposits are fully confirmed, leaving teams exposed to avoidable cash-flow and commencement risk.
Deposit and upfront payment management
Available in private betaManage deposits and upfront payments before work starts.
Deposits & Upfront Payments is PaidSoon's answer to the question: Can we start this job safely?
Request and track deposit payments so work only starts once required funds are confirmed.
How does Deposits & Upfront Payments help?
- -Create deposit-backed jobs with server-calculated required amounts
- -Generate secure public payment-request links and request timelines
- -Track request states across requested, viewed, partial, overdue, and paid
- -Automatically unblock commencement once required deposits are confirmed
What does the workflow look like?
Step 1
Create a deposit-backed job and review required deposit calculations
Step 2
Send a deposit request with a due date and external payment link
Step 3
Monitor reminders, views, and partial/overdue payment states
Step 4
Record confirmed payments manually while Stripe connected-account collection remains planned
What action can they take?
Fewer jobs starting without confirmed upfront cash
Clearer visibility into at-risk commencements and overdue requests
Stronger handover from sales promises to delivery readiness
Who is it for?
Deposits & Upfront Payments is for businesses that want one practical financial control rhythm: get paid, stop waste, control costs, and plan ahead.
PaidSoon includes a broader module portfolio across receivables, waste, cost control, margin, commitments, tax planning, runway, and owner-level visibility.
Which plan includes it?
Starts on the Essentials plan. Higher plans expand depth and capacity.
FAQ
Does this feature process card payments directly today?
Not in the MVP path. It currently uses external payment links and manual confirmation, while connected-account Stripe collection remains planned.
Can we use progress-payment milestones?
Yes. You can define milestone schedules and generate linked progress-payment requests from those milestones.
This feature improves commencement control and payment visibility. Stripe connected-account automation and advanced reconciliation remain planned expansions.
Related modules
Combine Deposits & Upfront Payments with adjacent modules to build a practical weekly control rhythm.
Start with the financial problem that matters most.
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