Setting up deposits with InflatableOffice

Deposits in IO can either be based on a percentage of the total amount or a flat amount. You can set a general deposit, by customer type, or you can determine the deposit amount per item.

Setting the General Deposit

To set the general deposit amount go to Settings-Payment Options. Select “Edit” in the upper right hand corner and adjust the Required Deposit as you desire. Select the drop-down box to switch from percentage % to dollar amount $ then press save. This deposit will be charged consistently across all quotes generated.

Setting by Customer Type 

Do you service residential, commercial, or some other consistent customer type that might require a different deposit? You can adjust their deposit by going to Settings-Customer Types, which can be found under the Advanced group. 

Once you select Customer Type select Edit and under the Deposit Required column you can adjust the amount by percentage or dollar amount.

Setting by Individual Items

It is also possible to add to the deposit amount for individual rentals. For instance, if your typical deposit amount is $50 flat, but for a water slide, you would add an additional $25, you can go to the settings of the water slide and enter $25 in the Custom Deposit field under Advanced Features, which brings the total deposit to $75 :

The required deposit is set automatically on all new leads, but the amount required can also be adjusted by selecting the Lead, pressing the Contract tab, selecting Edit and adjusting the Required deposit, then press Save.

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