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Balance Due Invoicing

Informing users on how to customize the amount you want your Client to pay for Product Proposals/Estimates.

Updated over a year ago

The Balance Due feature assists designers in customizing payment amounts for their client's invoices. For example, you might need to order 3/7 items from a proposal due to their long lead time. And rather than requesting all of the balance due for the entire proposal, you can edit the Balance Due to a specific amount.

In the below Best Practices, and Video Tutorial, we are going to show you how to edit your Balance Due in Designer Link 2.0. The bottom of this page also includes Related Articles and Frequently Asked Questions.

VIDEO TUTORIAL

And that is how you can edit the balance due for your client. For further information please make sure to reach out to our help desk via the chat icon in the bottom right corner of your Designer Link 2.0 browser, or you can always email us directly at [email protected].

BEST PRACTICES

The "Due Now" field:

Enter the amount you want to collect from the Client now for the Proposal and then click the Apply Changes button to have the Due Now amount appear on the Proposal PDF.

Balance Due Template:
Please note if you want the customized Balance Due to show on your invoice, please request the PDF template from our Product Support Team.

Payment Visibility:
- All payments made to Invoices and Bills in your QuickBooks Online account will be visible in DesignerLink 2.0.

- You can view payments via DL 2.0 in real time that were logged in your QuickBooks Online account. See how much has been paid towards a Proposal directly in the Proposal Details page.

RELATED ARTICLES


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FREQUENTLY ASKED QUESTIONS

  1. Why am I not seeing the balance due show on my proposal?

    1. Each user is currently provided with a Standard Template. If you would like the Balance Due to show on your proposal/estimate, please ask our support team for the custom template.

  2. Why is my amount not updating when I type in the custom Balance Due?

    1. Reminder, that you must hit "Apply Changes" otherwise the custom amount will not update.

  3. If my deposit was set at 50% for the project, does it automatically update the balance due to 50% of the invoice total?

    1. No, if you would like to require the 50%, you will need to customize that amount in the Due Now ($) section.

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