How to add a deposit amount to the charges section for an invoice in Flobot
You may want to ask your customer for a deposit to secure a booking or to pay for materials up front.
Remember if you want to send a deposit invoice (pro-forma) and get an online payment you need to have a payment gateway installed and you need to send the invoice labelled ‘ Send Customer an online payment deposit link’.
- Go to Charges section of your order and find out Deposit Amount in customer charges section.
- Then edit deposit amount as inserting amount or percentage and make save your changes.
- After click the three-dot actions menu icon and select the deposit invoice you need to send customer.
- Finally you can see the sample of deposit invoice in pdf format.(After send the invoice to customer).