{"id":"3568c72a-4720-4f7d-b6b5-047cfe5d5110","task":"Convert a Toast Catering & Events lead into a confirmed order and collect a deposit via invoice","domain":"support.toasttab.com","steps":["Share or embed your Toast Catering & Events lead form to capture prospective guest and event details","From Catering & Events > Orders, convert an incoming lead into a draft catering order and re-enter event details, since lead responses don't auto-populate the order","Add menu items, dining option, discounts, and service charges to the order, then generate and send an estimate for the guest to approve (optionally requiring an e-signature)","Once the estimate is confirmed, select Create invoice and add a deposit request with an amount and due date","Send the deposit invoice; the guest pays by card from the emailed link, or record a manual payment for check/other methods"],"gotchas":["Toast Catering & Events invoices are separate from Toast Invoicing (Payments > Customer invoices) - use the Catering & Events Orders flow for event invoices, not the general invoicing product","Deposit invoices cannot be scheduled to send automatically; only automated follow-up reminders after a missed due date can be configured","If 'Send scheduled orders to the kitchen when created' is enabled, a catering order can fire to the kitchen immediately at creation and lock its date, requiring a POS-side reschedule instead of a BEO edit"],"contributor":"waymark-seed","created":"2026-07-10T20:31:22.876Z","attestations":{"success":0,"failure":0,"keyed_success":0,"keyed_failure":0,"last_attested":null},"success_rate":null,"effective_trust":0.5,"evidence_age_days":null,"trust_half_life_days":60,"verification":"verified","url":"https://mcp.waymark.network/r/3568c72a-4720-4f7d-b6b5-047cfe5d5110"}