DripJobs Help Center

How to Invoice for Progress Payments

In this article, you will learn how to invoice for progress payments.

Written by Salma Castillo

Updated over a week ago

1. Click On "Jobs Pipeline"

Click On "Jobs Pipeline"

2. Click On The Desired Invoice

Click On The Desired Invoice

3. Click On "Request Payment"

Click On 'Request Payment'

4. Choose the Amount

Choose the Amount

5. And Click On "Save"

And Click On "Save"

6. Now Click On "Send Request"

Now Click On "Send Request"

7. Choose To Send Via Email, Sms, Or Both

Choose To Send Via Email, Sms, Or Both

8. And Click On "Send"

And Click On "Send"

9. This Is The Client’s View Of The Progress Payment/payment Request

This Is The Client’s View Of The Progress Payment/payment Request

10. Click 'Mark as Paid' to Receive Payment for an Alternative Form of Payment

Click 'Mark as Paid' to Receive Payment for an Alternative Form of Payment

11. Select The Method And Input Other Desired Details

Select The Method And Input Other Desired Details

12. And Enter The Remaining Information In The Form

And Enter The Remaining Information In The Form

13. And Click On "Save"

And Click On "Save"

14. The Payment Will Show Under The 'Payment History' Section At The Bottom Of The Invoice Page With The Payment Details

The Payment Will Show Under The 'Payment History' Section At The Bottom Of The Invoice Page With The Payment Details

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