How To Set Up Alternative Payments

1. Click on "Company Settings"

2. Click on "Payments"

3. Now You'll See the Alternative Payments

4. Click on "Pay In-Person"

By clicking this option, the other ones will drop down and you'd be able to select the one that you prefer. We will select "Pay with Other" for this example

5. Once Selected the Preview Button is Updated

6. Click on "Alternative Payment Proposal Instructions"

We'll want to ensure our Proposal Instructions are updated to reflect this selection.

Those keywords will help you populate automatically the info of your customer, so feel free to click on them to have them copied and then pasting it on the template

Click on "Alternative Payment Proposal Instructions"

1. Click on "Company Settings"

2. Click on "Payments"

3. Now You'll See the Alternative Payments

4. Click on "Pay In-Person"

5. Once Selected the Preview Button is Updated

6. Click on "Alternative Payment Proposal Instructions"

7. Now, the Same Process With the Invoice Instructions

8. Click on "Save"

If you have any questions, please don't hesitate to contact DripJobs customer support or the helpdesk.

How To Set Up Alternative Payments

​1. Click on "Company Settings"

2. Click on "Payments"

3. Now You'll See the Alternative Payments

4. Click on "Pay In-Person"

5. Once Selected the Preview Button is Updated

6. Click on "Alternative Payment Proposal Instructions"

7. Now, the Same Process With the Invoice Instructions

8. Click on "Save"

If you have any questions, please don't hesitate to contact DripJobs customer support or the helpdesk.

1. Click on "Company Settings"