Many of the businesses that run on Zoey collect Deposits on orders as part of the workflows they use. Many of our customers asked for us to allow for a way to automate that issuing of a Deposit Request.
Among the latest updates to Zoey are a revised workflow for collecting Deposits, which also incorporate a way to create an automation rule that can issue a Deposit Request based on the rules you configure.
But first, an important change was issued to the Collect Deposit workflow in the admin. The button to Collect Deposit has now moved to the Order screen, instead of initiating a Deposit as an Invoice. The screenshot above will illustrate where it used to live and where it’s available now.
With this update, we’ve implemented the ability to automate Deposit Requests as part of the rules established globally, and can be overridden per Account.
For global settings, visit Web Settings > Customer Settings > Payment Terms. You can set what the default deposit amount will be, defined as either a fixed dollar amount or a percentage of the Order amount. For businesses with global policies, this is how you declare those rules.
For businesses where you set the Deposit amount per Account, you can also establish it on a per Account level, overriding the global amount for each Account where this is configured. We recommend setting the Global defaults at whatever number is most common to your business, to reduce the number of potential overrides you’ll need to configure and manage.
To automate Deposit Requests, new settings have been incorporated into Invoice Automation at Orders > Settings > Invoice Automation. A new option, “For Deposit,” allows for rules to bet set up to automatically issue a Deposit Invoice at the time an Order is placed.
As always, our support documentation has all the details! These features are available immediately to all Zoey sellers.
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