Note: First, You Need to Ensure Your Global Invoice and Deposit Settings Are Enabled in Your Company Settings. This Will Automatically Enable Payment Options for All New Proposal Deposits and Invoices. Furthermore, for Current Invoices and Proposals, It Is Critical to Ensure Your Payment Options and Settings Are Enabled. The Following Shows This:
General Settings to Know and Understand:
Alternative payments and the global toggle for alternative payments in Company Settings are automatically enabled.
If the Global Settings are toggled off, alternative payments revert to being enabled to ensure the customer has at least one payment option.
If Stripe is not set up, credit card and ACH payments cannot be enabled globally. Concurrently, if Stripe is not enabled, alternative payments cannot be turned off.
Once Stripe is set up, credit card and ACH payments can be enabled.
If a payment request was formulated in the invoice before toggling your global invoice settings on/off, the original request will need to be deleted and a new one will need to be made. Click Here for the steps on formulating a payment request.
1. Click on 'Company Settings'
2. Click on 'Payments'
3. Navigate to Your Global Deposit & Invoice Settings on the Right
Note: If you do not have Stripe set up, you will not be able to enable ACH or Credit card payments.
4. Ensure Your Proposal Deposit Settings Are Enabled
In this example, alternative payments, credit cards, and ACH payments are enabled.
5. Ensure Your Invoice Settings Are Enabled
In this example, alternative payments, credit cards, and ACH payments are enabled.
For Current Proposals...
For more details on how to enable proposal payment settings, Click Here.
1. Click on 'Sales Pipeline'
2. Locate Your Deal Card
3. Click on the Proposal
4. Click on 'Settings' in the Proposal
5. Ensure Your Payment Options Are Enabled
In this example, alternative payments, credit cards, and ACH payments are enabled.
For Current Invoices...
For more details on how to enable invoice payment settings, Click Here.
Important Invoice Note: If a payment request was formulated in the invoice before toggling your global invoice settings on/off, the original request will need to be deleted and a new one will need to be made. Click Here for the steps on formulating a payment request.
1. Click on 'Jobs Pipeline'
2. Locate Your Deal Card and Click on the Invoice
3. Click on 'Settings' in the Invoice
4. Ensure Your Payment Options are Enabled
In this example, alternative payments, credit cards, and ACH payments are enabled.
If you have any questions or if you need any assistance with this, please don't hesitate to contact DripJobs Customer Support or the Helpdesk.