# Get paid

> Connect your payout account, collect on quotes, and take deposits on bookings.

Let customers pay you by card, for a quote or as a deposit to hold a booking. The money goes to your own payout account. LeadBind never holds it.

## Connect your payout account

Do this once. Until it is done, no pay link or deposit works.

1. Open **Settings**, then **Lead sources and integrations**, and find **Payouts**.
2. Tap **Connect payouts**. You move to a secure setup page run by our payments partner, where you enter your business and bank details. These go to the payments partner, not to LeadBind.
3. Finish the form. You come back to LeadBind and the **Payouts** section says **Connected**.

If you stop halfway, the section says **Setup not finished** and the button becomes **Finish setup**. Tap it and pick up where you left off. If the payments partner needs more from you later, the button says **Add details** and tells you how many details are missing.

When you are connected, **Open payout dashboard** takes you to your own payout dashboard, where you see your payments and payouts to your bank.

The iPhone app has the same **Payouts** section under Settings.

> **Note:** The account is yours and so is the money. LeadBind takes a small fee on each payment. The payments partner also checks your details before it lets payments through, which usually takes a day or two. While it does, the section says your details are being checked and there is nothing to do.

## Get paid for a quote

Use this when you have won a job and want the customer to approve it and pay.

1. Open **Deals** and open the job. Insurance accounts do not have Deals, so this part does not apply to them.
2. Under **Quote**, add the lines. Type a **Description**, a **Qty** and a **$ price**, then tap **+**. Or tap a price book item to add it in one tap. **$ cost** is optional and is never shown to the customer. See [Deals](/deals).
3. Tap **Copy approve and pay link**, then paste it into a text or email to the customer. On the iPhone app the button is **Share pay link**.

LeadBind does not send the link for you. You decide when and how.

### What the customer sees

They open the link on any phone or computer. No account is needed. They see your business name, each line of the quote and the total. Below that is one button, **Approve and pay**, with the total. It opens a secure card payment page. When they pay, the estimate shows **Paid. Thank you.**

Two things to know:

- If you have not added any lines yet, they see that the estimate is not priced and to contact you.
- If your payouts are not connected, they see that you do not take payment online yet. Connect first, then send the link.

### What you see

The Quote area has one line that tells you where the money stands:

- **Not paid yet. Send the customer the link to approve and pay.** You are ready to send.
- **The customer opened checkout but has not paid yet.**
- **Paid $X. The money is on its way to your bank.**
- **The customer's last payment did not go through. Send them the link again.**
- **Refunded $X.** After a full refund.
- A line telling you customers cannot pay this online yet, with a **Set up payouts** link. Set up payouts first and send the link after.

This line comes from the payment itself, not from whether the customer clicked your link. Once a quote is paid, its lines are locked so the total cannot change under a paid customer.

If you have a connected app or workflow, a payment also sends a `payment.received` event. See the event list in the [REST API reference](/reference/rest-api).

## Take a deposit when someone books

Use this when you want a booking held only if the customer puts money down.

1. Open **Availability**, find **Calendars**, and tap **Edit** on the calendar. See [Availability](/availability).
2. Under **Require a deposit to confirm**, type an amount in dollars.
3. Tap **Save**.

Leave the amount blank for normal instant booking with no payment.

### What the customer sees

They pick a time and fill in the booking form as usual. Instead of seeing "You are booked", they go to a secure card payment page for the deposit. When it goes through they get an email, "Deposit received. You are confirmed.", with a link to reschedule or cancel. They also get a text with the same news, unless they left the optional text box empty.

### What you see

Until the customer pays, the time is held for them and nobody else can take it. On your [Bookings](/bookings) it shows as **Unpaid hold**. The moment the payment goes through it becomes **Booked** and you are notified.

If the customer opens the payment page and walks away, the time stays held until you cancel the booking. Open it and cancel if you want the slot back.

> **Warning:** A deposit needs connected payouts. If a calendar asks for a deposit but your payouts are not connected, the booking goes through as a normal booking with no deposit, so you never lose a booking over it. Connect payouts first and check **Availability** before you tell customers about a deposit.

## Ask for a payment from your AI assistant

Once your AI assistant is connected to LeadBind, you can ask it to make a pay link for any amount. For example, "Make Maria a deposit link for the roof job," and say the amount.

It uses the `request_payment` tool with an amount and a short description, and can attach the payment to one of your saved leads. The minimum is $1. LeadBind hands back a link. It does not text anyone: you send the link yourself. The customer opens it, sees your business and the description, and pays by card. The money goes to your payout account like any other payment.

If payouts are not connected, the tool tells you so instead of making a link that cannot be paid. You can do the same from the command line. See [AI access tools](/ai-access/tools), [the command line](/ai-access/cli) and [Keys and permissions](/ai-access/keys). It needs a key that can write.

Mani, the assistant inside LeadBind, can also quote a job. It always asks you first, and it only makes a pay link when your payouts are connected and ready. The link works the same way as the one above. See [Mani](/mani).

## Limits and good to know

- Card payments in US dollars only.
- Only **you** collect through your own payout account. There is no way to take a payment into someone else's account.
- LeadBind never sees a card number. The customer types it into the payment page, not into LeadBind.
- Payments reach your bank on the payments partner's payout schedule, not LeadBind's.
- A deposit holds a slot until it is paid or you cancel the booking.
- If a payment is fully refunded, the job shows **Refunded**.
