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Add Deposit to a Proposal

How to add a deposit to a proposal?

Ben avatar
Written by Ben
Updated over 6 years ago

If you add a deposit to a proposal, the deposit amount is currently subtracted from the total price of the cost and updates the Balance Due for the homeowner.
For example, if you have a $10,000 proposal and add a $1,000 deposit then the balance due will be $9,000.
So ONLY register the deposit, if the customer has committed to handing it to you and you have it written in your Terms and Conditions. 

How do I add a deposit to a proposal? 

  • Arrive at the Summary tab in a consultation 

  • Click Add Deposit for the desired proposal option

  • Add the deposit price and click Save 

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