How to Display Down Payment on Quotes

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:

[imageauto||{UP(How-to-Set-Up-a-Down-Payment-for-Quotes)}attribute_(New).png]

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

[imageauto||{UP(How-to-Set-Up-a-Down-Payment-for-Quotes)}new_fields.png]

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

[imageauto||{UP(How-to-Set-Up-a-Down-Payment-for-Quotes)}AIRHAMMER.png]

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How to Display Down Payment on Quotes