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Money

Saying “I need a deposit” at work

Why it can fall flat

“I need a deposit”

A new client is likely to hear “I need a deposit” as a demand with no reason attached, and may feel distrusted. You probably just want clear payment terms and a fair split of the risk before work begins.

Say this instead

  1. 01

    Before we start, we ask for a deposit to confirm your booking. I'll send the invoice today, and we'll lock in your dates as soon as it's paid.

    Client · Email

    Suits a new client because it frames the deposit as a normal step and hands them the next action.

  2. 02

    Hi Erin, to confirm your order we take a deposit first. I can send the payment link now, and we'll book your slot once it's received.

    Customer · SMS

    Short and friendly, so it fits customers who book or order by phone.

  3. 03

    Happy to get started. Our process is a deposit upfront and the balance on delivery. Shall I send the invoice now?

    Client · Chat

    Handy when a client says yes in chat and you want to move straight to payment.

  4. 04

    Could you check whether the Alvarez deposit has come in? We can't schedule the work until it has.

    Coworker · Chat

    Giving the reason for the check makes it read as a task for finance or admin rather than pressure.

  5. 05

    The Dutta project is a large one, so I'd like to ask them for a deposit before we begin. Are you happy for me to add it to the quote?

    Boss · Email

    Use it when you need sign-off to change how a client is billed, since it explains why and asks for a decision.

  6. 06

    For new clients, please request the deposit before booking any work, and let me know once it's paid.

    Someone you manage · Chat

    Gives a team member a clear rule and a clear point at which to report back.

  7. 07

    Thanks for approving the quote. The next step is the deposit invoice, attached. We'll confirm your start date once we receive it.

    Client · Email

    Fits right after a quote is accepted, turning agreement into a booked start.

Examples

Email

Hi Sunil, Thanks for confirming the quote for the kitchen redesign. Before we schedule the work, we ask for a deposit to secure your dates, and I've attached the invoice with the amount and payment details. Once it's received, I'll confirm your start date within a day. Let me know if anything on the invoice is unclear. Best regards, Elena

Chat

Hi Elliot, thanks for the go-ahead! To lock in your date we take a deposit first. I'll send the invoice now, and I'll confirm the booking as soon as it comes through.

What to avoid

  • Stating it as a bare demand with no reason or next step makes it feel cold.
  • Wording that hints you distrust the person, such as “in case you disappear”, will put them on guard.
  • Apologizing for asking makes the deposit sound optional.
  • Vague terms like “some money upfront” leave people guessing, so say what it is for and how to pay it.
  • Raising it after work has started is unfair when you could have mentioned it at the quote stage.

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