How are deposits set and calculated?

InflatableOffice shared this question 4 years ago

Can you explain them?

Comments (1)


We allow you to set deposits as a fixed dollar amount or percentage of the before tax total. You can set a global deposit value in Settings->Payment Options.

You can also set a deposit amount per Customer Type in Settings->Customer Types, if you are using that field for leads. It will override the general deposit setting.

Additionally, you can have rental items in your inventory add to the required deposit amount by a percentage or the cost of that item or a fixed amount. This adds to the general or customer type deposit.

Lastly, you can also set a custom deposit per lead on the Contract tab of the lead, which overrides all other deposit settings for that specific lead.