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Leads and inquiriesOnline bookingProposals and quotesAgreementsCustomer booking page

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Home / Features / Proposals and deposits

Proposals and deposits

From yes to deposit paid in one tap

The gap between a customer saying yes and actually paying is where bookings go cold. With Occanovo they accept your proposal and pay the deposit in the same minute, and the date is theirs.

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How it works for your customer

You build the proposal from your own packages and send them the link. They open it on their phone, see exactly what is included and what they owe, type their name and press Accept and pay.

Occanovo makes the invoice from the accepted proposal, takes them to a secure card payment for the deposit, and when it is paid it creates the booking and marks the lead as won. You get the money in your own Stripe account.

A proposal on a phone with an Accept and pay deposit button
Demo workspace with invented customers and figures.

Your processor, your money

Payments go through your own Stripe account, under your own agreement with them. The money never passes through Occanovo and we take no cut of it, however busy your year is.

When your volume earns you a better card rate, the saving is yours. Stripe, Square, PayPal, Mollie and Authorize.Net all connect today, each with your own account.

An example

A wedding booked on a Sunday evening

  1. Package360 photo booth, audio guest book and a custom print template: 1,250 euro.
  2. Deposit on the proposal25 percent, so 312.50 euro now and 937.50 euro closer to the day.
  3. Aoife accepts on her phoneShe types her name, ticks the terms and presses Accept and pay 312.50 deposit.
  4. She pays by cardStripe takes the payment into your account. Occanovo records it against the invoice.
  5. Done without youThe booking is created, the lead is won, and the proposal link now says Deposit received.

Time from yes to paid: about as long as it takes to type a card number.

Also included

Proposals from your own packages

Build quotes from your products and services with your prices, tax and deposit rules. See when a customer has opened one.

Invoices that keep count

Deposits, part payments and balances are tracked on every invoice, with what is still owed shown clearly.

Bank transfer and cash too

Not every customer pays by card. Record payments taken any way and the balance updates.

Questions people ask

Do you take a percentage of the deposit?

No. You pay a flat monthly price for Occanovo. What your customer pays goes to your Stripe account, less Stripe's own fee.

What if the customer accepts but does not pay straight away?

The proposal stays accepted and the link shows a Pay deposit button when they come back. You can see on the lead that they accepted and went to pay.

Can I still send proposals that are paid by bank transfer?

Yes. Choose Bank transfer as the payment method and the customer simply accepts. Card with a deposit is what switches on the one step payment.

The first 100 businesses get 3 months free.

No card to start. We help you bring your customers and bookings across, and in return we ask for your honest feedback. Your workspace is set up for your country and your kind of business as soon as you sign up.

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