Custom Deposit Amounts on Orders

Hi there,

Not every job fits a standard deposit rate. You can now set a one-off deposit amount directly on an order, while keeping that ability limited to the people you choose.

What's New:

• A Custom Deposit option in the Deposit Requirement dropdown on an order.

• When Custom Deposit is selected, the deposit amount field becomes editable so you can type the exact figure the job calls for.

• The custom amount cannot exceed the order total, and you will see a clear message if it does.

• A dedicated Custom Deposit permission controls who can set or change a custom amount. Users without it still see the deposit that was set, they just cannot change it.

• The deposit section now appears even if you have not set up any standard deposit rates, as long as custom deposits are allowed for that user.

How to Use It:

• Open or create an order, then find Deposit Requirement in the pricing area.

• Choose Custom Deposit and enter the amount you want to collect.

• To grant or restrict access, go to Settings → Team Members (Users) → Roles and set the Custom Deposit permission for the role.

Benefits:

• Handle one-off deposit agreements without creating a new deposit rate for every exception.

• Keep pricing control in the hands of the right people.

• Fewer manual workarounds and side notes when a client negotiates a special deposit.

If you have any questions, please reach out to our team through the chat or by emailing [email protected].