This tutorial will show you where you can change the Down Payment percentage on a Proposal and an Invoice.
Watch this video tutorial for a how-to:
Step by Step to Create a Proposal:
Step 1:
Go to Estimates and select your Estimate.
Step 2:
Click on the printer icon button to generate the Reports popup.
Step 3:
Select Customer Proposal and hit Select.
Step 4:
Turn on the toggles for the Workareas you want to include in the Proposal. Turn on the toggle to Auto-Submit Down-Payment Invoice. Then, to adjust the down payment percentage, click on the box that has the amount. Change the percentage (not the dollar amount) to the number that you want.
Then hit Send for Review.
Step by Step to Create an Invoice:
Step 1:
If you did not automatically submit an invoice when the Customer approved the Estimate, here's how to adjust the Down Payment in an invoice.
Go to Estimates and select your Estimate.
Step 2:
Click on the Invoicing tab.
Step 3:
Click on the green Create Down-Payment Invoice button.
Step 4:
Turn on the toggles for your selected Workareas and then click on the Amount box. Enter the amount (in dollars) that you want your Customer to pay.
Then click the blue Create Invoice button.
This will generate your Down Payment Invoice for your Customer with the amount you chose.
If you have any questions, drop them in the blue chat box!