Payment Options
planned
M
Michael Chong
or a form field to just enter the deposit amount? or a form field to set a percent?
Yona Gidalevitz
planned
We are officially looking into supporting this more directly in the payment request workflow
Adam Smith
Hey Chris! With Automations you can set specific Statuses to trigger a Payment Request to your customer requesting a % Payment on the Invoice. You choose what the requested % amount (50%, 100%, etc) is when creating that automation and can even designate whether to send it to customer with Payment Terms, No Payment Terms, or both.