<< Click to Display Table of Contents >> Navigation:  System Configuration > Quotations & Pricing > Payment Stages

Click: Tools > Customise > Payment Stages

 

Enter your default payment stages. These will be displayed, and can be amended, when you accept a quote.

 

Note: These settings are default. If you have set customer types they will override these settings.

 

You can have up to 4 payments but you do not have to use them all. E.g. Set deposit 25% and payment 2 at 75%.

 

Deposit

Columns from left to right:

•Enter % or enter the amount in £ the customer must pay for deposit.

•Enter any part invoice text. Text you enter in here will appear if you use a part invoice.

 

Payment 2, 3 and 4

Columns from left to right:

•Enter % or enter the amount in £ the customer must pay at this stage.

•Enter the number of days after which you want to take the payment. When you accept a quote it will calculate a due date for the payment x days after the acceptance date.

•Or from payment date select a date to take the payment. E.g. on completion or customer delivery.

 

If you do not need 4 payment stages just leave the unrequired lines blank.

 

Allow blank payments to be created

Tick this option to allow payments to be recorded without any value.

 

Allow negative payments to be created

Tick this option to allow negative payments, which could be used as a way of refunding.

 

Don't allow payments against a quotation

Tick this option to prevent payments being saved against a quotation. A user must therefore accept the quote to a sales order before any payments can be recorded.