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On some of our products we require a deposit of $5,000. 

 

Ideally I would like the Subtototal, Deposit, Total After Deposit listed on the quote. 

 

Deposit Required

 

As you can see it is not subtracting the Deposit. I created a custom field on the quote for the Deposit Amount, on the quote template editor I selected the Customer Discount Field to calculate the discount amount based on my custom field. 

 

User-added image

 

It's not working, help please. 

 

 
2 answers
  1. May 2, 2019, 6:25 PM
    Customer Total reflects the value of Regular Total minus Additional Discount, so if you are not applying the $5,000 as a discount, Customer Total is not going to reflect the value. Since it's a deposit and not a discount, you probably will want to use a custom formula field representing your logic, "List minus deposit", or Regular instead of List if you want to reflect the impact of price rules, discount schedules, etc. (which List does not but Regular does).
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