How to Set and Update Client Deposit Percentages in the Design Manager Client Portal
Overview
Setting and updating deposit percentages is an important feature in the Design Manager Client Portal, providing flexibility to request full or partial deposits from clients. This article explains how to modify deposit percentages for individual line items and update proposals to reflect these changes accurately.
Steps for Setting Client Deposit Percentages
1. Adjust Line Item Percentage
To set or update the deposit percentage of individual line items:
Open the Item associated with the proposal.
Locate the field labeled "Client Deposit %".
Change the value in the Client Deposit % field to your desired percentage (e.g., 100% for a full deposit).
Save the modified item to apply the changes.
Source:
2. Update the Proposal
Ensure the proposal reflects the updated deposit percentage:
Navigate to the relevant Proposal in your Design Manager Client Portal.
Verify that the proposal reflects the updated deposit percentage from the line items.
Save the proposal if any changes are made.
This step ensures the requested deposit matches the specific settings you applied.
Use Case: Setting a Full 100% Deposit
For scenarios where a full deposit (100%) is required:
Set each line item's Client Deposit % to 100%.
Confirm that the proposal accurately reflects this adjustment, requesting the full amount as the deposit.
Conclusion
By following these steps, you can effectively manage and customize deposit percentages in the Design Manager Client Portal, ensuring accurate invoicing and seamless client interactions. If you encounter any issues or need further assistance, consult the support documentation or contact Design Manager support.
Related Topics
How to Edit Proposals in Design Manager
Managing Line Items and Percentages
Troubleshooting Client Deposits