Estimates

Trish

In my business we do require down payments before commencing with the work. How do I incorporate this into my estimate?

Sophia

Hi @Trish, I believe you could just create an estimate as normal for the work to be done, and add a note to the memo or footer section of the invoice stating that a down payment of $X.xx or Y% must be rendered before work can commence. Once you receive the deposit you would convert the estimate into an invoice and record a payment of the deposit amount against the invoice. Let me know if that works for you!

Sam

Hello all, i try to put some terms in the memo section but it doesn't appear in Customer view. How do i solve this ?