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How to Display Down Payment on Quotes

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Modified on Fri, 25 Aug 2017 09:12 by J Denniston Categorized as Quoting

General Information

1. Attach a down payment attribute to the customer's Organization record:

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2. Add that customer to a quote. Once the quote is saved, the Down Payment and Final Payment amounts will calculate automatically.

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3. The Down Payment, Down Payment % and Final Payment will also display on the Organization Air Hammer, under the Quotes tab:

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  Name Size
- AIRHAMMER.png 29.83 KB
- attribute_(New).png 40.87 KB
- new_fields.png 34.73 KB


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