Note: The Deposit Threshold feature is for Enterprise plans only.
The 'Deposit Threshold' feature can be found in Settings > Invoices, Estimates & Receipts.
The Deposit Threshold setting allows you to determine whether customers are required to pay a deposit when receiving an estimate. At the top of this setting, you can choose one of the following options:
All Customers: The threshold applies to all customers by default.
No Customers: No deposit threshold is applied to any customers.
Use Customer Profile Setting: The threshold is determined individually within each customer’s profile.
This setting applies when creating new customers and estimates. Existing customers and estimates will not have their settings updated retroactively.
Customer-Specific Setting
The customer-specific setting can be found under the customer’s profile and acts as an override to the global setting described above. This allows you to tailor deposit requirements on a per-customer basis.
Setting Your Threshold
You can configure your deposit threshold to require either:
A specific dollar amount
A percentage of the estimate total
Adjust these settings according to your business needs to streamline payment processes and ensure consistent handling of deposits.