Accounts (Contracts and Agreements) - Logic Update to Require Deposit Amount Field (14219)

The "Require Deposit Amount" field on the Add Proposal screen has been renamed to "Payment Required at Customer Signature" and has been updated to include the following options:

  • Not Required
    • Customer and Sales Rep can sign the contract without collection of a deposit.
  • Specific Amount
    • Upon signing, the customer will be required to enter a payment using either a bank account or credit card.
  • One Month Recurring Fees Including Taxes and Surcharges
    • System calculated based on the monthly service rate, and includes taxes and surcharges that apply.
  • One Month Recurring Fees
    • System calculated based on the monthly service rate.