Set your deposit, interest and cancellation policies
You’ll finish with: The ground rules for every job, written once and applied automatically.
← All help articles- Open Settings → Policies.
This is where deposit caps, interest and progress payments live.
In the app: Open Policies
- Set your Deposit cap % and tick “Require a deposit before work starts”.
AU residential deposits are capped around 10%. Sumitt warns you above it.
- Turn on “Progress payments” if you bill in stages, not just deposit-then-wait.
Set Your stages: what % at which point of the job.
- Tick “Charge interest on overdue invoices” if you want it, and set the Annual interest rate %.
Interest only ever applies if the accepted quote carried your Interest clause wording. It’s never invented after the fact.
- Write your Cancellation policy and Variation policy in plain English.
These show up on the quote the client actually signs, not just buried in a contract nobody reads.
Worked examples on this page use a concreting job. Signed in, the same article uses examples from your own trade.