Each IdeaRoom-supported payment method may include a deposit amount. Deposits are collected upon checkout and displayed in the Estimate details and emails.
Note This capability is supported in the new SalesView layout only. To enable this layout, go to your SalesView Settings (by clicking on your name in the upper-left corner) and select Try New SalesView Look.
You may override deposit amounts through SalesView that were set during initial site implementation or when you turned on IdeaPay.
To Set Your Deposit Amount
Login to SalesView with an user that has Admin permissions.
In the left panel, select Sites. Then, select Edit for the site you want to adjust.
Under Site, select Payments & Deposits.
Under Deposits, select from the following deposit calculation options:
% of subtotal (before tax)
% of total (including tax)
% of base price
Fixed amount
In the Amount field, enter the percentage or fixed amount to be charged.
Preview your site with these changes to verify that the correct amount is shown under the Estimate.
Publish the site to apply these to your live website.
Additional Notes
Contact Support if you want different deposit amounts per payment method or per region or price book.
Deposit amounts may not apply to payment methods like Rent to Own or Financing.
Deposit amounts are not collected via IdeaRoom checkout when Pay Later is selected (if enabled)