How to Set a Down Payment Amount?

In this tutorial, you'll learn how to customize down payment amounts based on customer type.

Step 1: Navigate to Settings.

Step 2: Select System List.

Step 3: Click on Customer Info List.

Step 4: Proceed to Contact Type.

Here, you'll notice various customer types.

Step 5: Set the Payment Terms for each customer type.

Step 6: Define different amounts based on the type of job, material and labor, material only, or labor only.

Step 7: Edit the existing fields by clicking on the pencil icon.

Step 8: Change the name of the field.

Step 9: Adjust the down payment amount for each field.

Step 10: Add a new date down payment amount if needed.

Step 11: Save your changes by clicking on the check mark.

Step 12: Delete any unnecessary fields by clicking on the trash can icon.