Settings – Invoices

Invoice Related Settings

In the Invoices section, you can select from two types of down payments that are automatically applied to the customer invoices generated.

Fixed Down Payments

A Fixed down payment indicates that the amount entered in the Down Payment field will be subtracted as a fixed sum from the final value of the deal invoice. This amount, along with its due date, will be displayed on a separate line on the invoice.
See below:

Percentage Down Payments

If you opt for a down payment by percentage, you must enter the Down Payment % (e.g., 20%) and the To Maximum amount (e.g., 1500). This means if the 20% exceeds 1500, only 1500 will be applied as the down payment.
See below:

The Down Payment Due In Days field should specify the total number of days after the Deal date by which the down payment is expected. For instance, if we set this to 3 and the Deal date is the 1st of July, 2018, adding 3 days sets the due date to the 4th of July, 2018.
The Balance Due In Days is also set to 3 in this example, calculated from the travel date rather than the Deal date. If the travel date for this deal is the 18th of July, 2018, the remainder of the payment is due 3 days before, on the 15th of July, 2018.
The down payment sum is designated as 10% of the Deal amount, up to a maximum of 1500.

The system does not increase the down payment due date and amount but ONLY the balance payment due date and amount if the calculated due date for the balance payment is in the past relative to the calculated due date for the balance payment.

If Print Travelers to PDF is selected, the invoice will include a list of all travelers, not just the main traveler.
The text in the Invoice Text field appears at the footer of the invoice PDF printout.
Don’t forget to click Save Invoice Settings to save the entered settings.

Viewing Customer Down and Rest Payments

Rest and Down Payments can be viewed in each deal under the Operations section in Deal Details.

Payment details can also be viewed in the Customer Payments Listing.

Custom Down Payments

One or more Custom Down Payment rules can be set per deal. First, set the “Use Custom Down Payments” checkbox to TRUE in the Deal Information section.

A new section appears under the Customer Payments section in Operations where you can set up custom down payment rules. For more information, please check the dedicated article on custom down payments here.