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
marked this post as
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.