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:

Image

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

Image

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

Image