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Adding a down payment to a proposal

You can now apply a down payment directly to a proposal in Airship. The financing display will update to reflect the reduced balance, giving customers a more accurate monthly payment based on what they plan to put down.

Written by James Kupernik

Why use this

Before this release, the financing shown on a proposal was always based on the total system price, and the only way to influence the monthly payment was to switch finance plans. With down payments, you can show financing that reflects what the customer has actually committed to paying upfront.

How to add a down payment

  1. Open the proposal you want to update.

  2. In the toolkit, go to Financing.

  3. Click Down payment.

  4. Enter the amount the customer plans to put toward the job.

  5. Click Save.

When you return to the proposal, the financing section will reflect the down payment.

What changes on the proposal

Once a down payment is saved, the price breakdown will show:

  • The down payment amount applied

  • A new finance balance (system price minus the down payment)

  • A monthly payment calculated from the finance balance

This applies across all available finance plans, so the updated monthly payment is shown no matter which plan the customer selects.

Questions

If you run into anything unexpected or have questions about this feature, reach out to the Airship support team.

Video Walkthrough

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