Change for payment terms on estimates and invoices.
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Jennifer Del-Castillo
we require a 50% deposit and the reminder upon completion of the project. Right now we have to put a date in and it is very confusing for customers.
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Sales & Marketing
Merged in a post:
DEPOSIT in "INVOICE"
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Dianne Beattie
PLEASE provide an option for a percentage DEPOSIT within the Invoice in the SUB TOTAL where there is a discount.
Make this work like Jobber - Percentage Option OR $$$ amount option just like what you are offering in the Discount in GHL.
Our clients MUST pay a 50% down payment BEFORE we are able to schedule the service. AT time of service, FINAL payment link is sent before service is performed... Dates are UNKNOWN until the service can be scheduled.
Payment MUST be paid at time of service.
This is CRITICAL. This is URGENT!
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Jessica Fitzgerald
Yes! We quit doing GHL invoicing for this reason.
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Denise Mistich
I need this today!! Or the ability to generate an invoice within a workflow that allows me to add a custom amount.
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Jason Smith
Yes agreed! Why is this not an option??? It seems like it would be easy to do. I am having to use Zapier and outside webhooks to make this happen. Yes I can set partial payments on invoices, but then the client has to manually change the price and guess what 40% of the total is because I can't change the invoices to say directly above it. Yes I understand if they put it in wrong, that it tells them what the minimum is but this is terrible and shouldn't be a difficult fix. With all of the updates that GHL is implementing I would think this would be a priority. Yes I love the AI and updates but Deposits on Invoice/Estimates is a must!!!