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.
