Orders and customers

Quotes, payments, and your rate card

4 minute read

Your rate card does the math

On the Pricing page, set your numbers once: what you charge per thousand stitches, per hooping, for digitizing, and your minimum. Every quote after that is built from the same card, so you never guess what you charged last time and never accidentally work for free.

Building and sending a quote

  1. 1Open the order and tap the quote builder. It arrives pre-filled from the order itself: the quantity, the placements, and an honest stitch estimate.
  2. 2Adjust anything you want. Every line is editable, and the total updates as you type.
  3. 3Save the quote and send the customer their quote link. They see the itemized lines and accept with one tap. The acceptance is stamped on the order.

Getting paid

You choose how you take money. If you connect card payments, customers pay right on Broidry and Broidry marks the order paid. If you prefer Venmo, cash, or check, the customer reports the payment and it lands on the order for you to confirm, so the order always shows what has been paid and what is still owed.

Note: Broidry never bends your minimum. A discount code can lower a price, but never below the floor you set on your rate card.

Deposits, and why you might not want one

By default, a customer pays in full before you stitch. That is the right rule for custom work sold to a regular person, and it is worth saying out loud on your shop page: once a piece has someone's name on it, you cannot sell it to anyone else.

Businesses are the exception. A school, a team, a salon, or a shop that orders twenty polos is used to putting money down and paying the rest on delivery, and asking a business for the whole amount up front can read as distrust. So Broidry lets you set a deposit: a percentage the customer pays to get the order into production, with the balance due before it leaves your hands.

You set the deposit on the Pricing page, under the Payments tab, in the card called How buyers pay. Two settings decide how it works. The first is the percentage — anything from 0, which means full payment up front, to 90. The second is who it applies to: every customer, or only the specific customers you have marked for it.

Marking specific customers is the setting most shops want. You keep full payment up front as your normal rule, and then on the Customers page you open a business account and allow that one customer to start on a deposit. Everyone else still pays in full, and you never have to remember which rule applies to whom, because the order form applies it for you.

Note: A customer marked as a business account can also hold their business details — the company name, who to bill, a purchase order number — on their record, so you are not digging through messages every time they reorder.