Overview
Deposit Settings govern how project advance deposits, client payments, and payout schedules operate across your workspace.
Screenshot: Deposit Preferences & Schedule Template Settings
Key Settings
- Default Deposit Breakdown Templates: Preconfigure standard milestone percentage templates (e.g. 30% Advance / 40% Mid-Project / 30% Completion).
- Deposit Minimum Alert Thresholds: Trigger automated warning alerts when a project’s available deposit balance falls below a safe operating threshold.
- Automated Client Payment Receipts: Automatically send digital receipt confirmations to clients upon deposit verification.
How to Configure Deposit Rules
1
Access Deposit Settings
Go to Workspace Settings -> Deposit Rules.
2
Update Template Rules
Create default percentage milestone templates or set minimum balance threshold alerts.
3
Save Configuration
Click Save Deposit Settings.