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How to Accept Deposits for Alternative Payments?

In this article, you will learn how to accept deposits for alternative payments

Salma Castillo avatar
Written by Salma Castillo
Updated this week

​ First, make sure to check that the alternative options are enabled in Company Settings

1. Click on "Company Settings"

Click on Company Settings


2. Click on "Payments"

Click on Payments


3. Make Sure The Alternative Payments Option Is Enabled

Click on Configure Payment Options…


4. Click On "Proposals" To See How To Enable The Deposits For Alternative Payments There

Click on Proposals to see how to enable the deposits for alternative payments there


5. Click On "Settings" Of The Proposal And Make Sure The Button Is Active

Click on settings of the proposal and make sure the button is active


6. Now We Have To Add A Deposit

Now we have to Add a deposit


7. Select If You Would Like To Set A Fixed Amount Or A Percentage Based On The Total

Select if you would like to set a fixed amount or a percentage based on the total


8. Click On "Customer View" To See How Your Customer Will See And Can Pay

Click on Customer View to see how your customer will see and can pay


9. Click on "Approve & Pay Deposit"

Click on Approve & Pay Deposit


10. Accept The Terms And Conditions, Sign The Proposal, Click "Confirm Signature"

Accept the Terms and Conditions, sign the proposal, click confirm signature


11. On The Job Deposit Click "Pay With Other No Fee", Then Click "Approve And Pay"

On the Job Deposit click Pay With Other no fee, then click Approve and Pay


12. Click On "Jobs Pipeline" To See How To Send The Request Made On The Proposal Previously

Click on Jobs Pipeline to see how to send the request made on the proposal previously


13. Identify The Deal Card And Click On "The Invoice"

Identify the deal card and click on the Invoice


14. Here, You Can See The Deposit Payment Request

Here, you can see the Deposit Payment Request


15. Click on "Send Request"

Click on Send Request


Remember Alternative Payments won't be registered as paid automatically, you will have to go back to the invoice and click on "Mark as Paid"


If you need any assistance with this, please don’t hesitate to contact DripJobs Customer Support or the HelpDesk.



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