Paying a deposit amount from a quotation followed by the balance

[Scott]

Hi,

I’ve just produced my first quote in Quickfile but I’m a little stuck with how to:
A) Display a 30% deposit as an amount that is required prior to starting the work, followed by the balance to be paid with 30 days of invoice, followed by the total.
B) Allow for the person to be able to pay the deposit and later pay the balance.

Is this going to be possible for me to do?

Thanks in advance for any help.

[Glenn]

It’s possible to detail any specific payment terms in the relevent box on the quotation/invoice:

Unfortunately it’s not possible to restrict the user to just paying the deposit through the client control panel unless the deposit amount and the balance are separated out to 2 invoices.

On any invoice you can specify x number of days as the payment term and automatically set any 1st, 2nd and 3rd payment reminders to be issued when overdue.

[Scott]

Thanks Glenn, that’s brilliant.