The Deposit Required on Invoices/Estimates feature allows you to print an Estimate or Invoice displaying a specific dollar amount as "Deposit Required".  This can be customized at the Global, Customer and Order level for both Estimates and Invoices.  Deposit Requirements are based on the Total Price of the Invoice or Estimate.  Click on the photo below to view the larger image.




Once the Deposit Requirement is met, the Balance Due will automatically display on the Invoice report. Orders in a Completed status will always show the full Balance Due on the Invoice report.  Click on the photo below to view the larger image.



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.  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.  The Discount Percentage must be a whole number between 0-100%.
    WARNING: The system allows you to set a different deposit % between Estimates and Invoices at the Customer and Global levels. This may cause unexpected results.
  12. Click Save Options.



Enabling Deposit Required on the Customer Level:

  1. Navigate to the Customer Information page.  
  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.  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%.
        WARNING: The system allows you to set a different deposit % between Estimates and Invoices at the Customer and Global levels. This may cause unexpected results.
  10. Click Save Options.



Enabling Deposit Required on Individual Estimates and Invoices:

  1. Navigate to the Estimate/Invoice view screen.
  2. Click Estimate/Invoice View Settings.


  3. Check the box next to Deposit Required.
  4. Enter the Deposit Percentage or Amount required.  The Discount Percentage must be a whole number between 0-100%.
  5. Click Save Options.