The Deposit Required feature on Invoices and Estimates lets you print documents that display a specific dollar amount labeled as Deposit Required. This amount can be customized at the Global, Customer, or Order level, and applies to both Estimates and Invoices. Deposit requirements are calculated based on the Total Price of the document.


Note: Deposit Required is visible in the Customer Portal once the Customer opens their Invoice.


Examples:


Invoices display Deposit Required until the requirement has been met.




When the Deposit Requirement has been met, the Balance Due will automatically appear on the Invoice. For Completed Orders, the report will always display the full Balance Due.




Table of Contents



Enabling Deposit Required on Invoices/Estimates


The Deposit Required can be customized at the Global, Customer and Order level for both Estimates and Invoices.


Note:  Enabling Deposit Required under Global Settings will enable this setting on all Estimates and Invoices, regardless of the Customer's Credit Terms. 



Enabling Deposit Required on the Global Settings


1. Navigate to Management Module / Customers / Statements.

2. Click on the Estimate tab.

3. Click Edit Default Display Options.


4. Check the box next to Deposit Required.

5. Enter the Deposit Percentage required for Estimates. 

Note: The Discount Percentage must be a whole number between 0-100%.

6. Click Save Options.


7. Click Save Estimate Settings.


8. Click on the Invoice tab.

9. Click Edit Default Display Options.


10. Check the box next to Deposit Required.

11. Enter the Deposit Percentage required for Orders. 

Note: The Discount Percentage must be a whole number between 0-100%.
Note: You can set different Deposit Percentages for Estimates and Invoices at both the Customer and Global levels. Be aware that this may produce inconsistent results.

12. Click Save Options.



Enabling Deposit Required on the Customer Level


1. Navigate to the Customer Information page in Sales Module / Customers and select the appropriate Customer.

2. Click on the Settings tab.

3. Click Set Estimate View Options.


4. Check the box next to Deposit Required.  

5. Enter the Deposit Percentage required for Estimates. 

Note: The Discount Percentage must be a whole number between 0-100%.

6. Click Save Options.


7. Click Set Invoice View Options.


8. Check the box next to Deposit Required.

9. Enter the Deposit percentage required for Invoices. The Discount Percentage must be a whole number between 0-100%.
Note: You can set different Deposit Percentages for Estimates and Invoices at both the Customer and Global levels. Be aware that this may produce inconsistent results.

10. Click Save Options.



Enabling Deposit Required on Individual Estimates and Invoices


1. Navigate to the Estimate/Invoice view screen in Sales Module.

2. Click Estimate/Invoice View Settings.


3. Check the box next to Deposit Required.

4. Enter the Deposit Percentage or Amount required. 

Note: The Discount Percentage must be a whole number between 0-100%.

5. Click Save Options.
Note:  Updates made to the Deposit Required field on the Estimate level will transfer to the Invoice when the Estimate is converted to an Order.