DripJobs Help Center

How to Configure Payment Settings in a Proposal?

In this article, you will learn how to configure payment settings in a proposal.

Written by David Arteaga

Updated over 3 weeks ago

1. Click on 'View Proposal'

Click on 'View Proposal'

2. Scroll Down to Find Your Payment Settings

Here you can decide the payment method you'd like your customer to use

Remember to disable the options to waive Card/ACH processing fees, so these are covered by your customer

Scroll Down to Find Your Payment Settings

3. Click on 'Customer View'

Click on 'Customer View'

4. Click on 'Approve & Pay Deposit'

Click on 'Approve & Pay Deposit'

5. Find Your Enabled Payment Options

Find Your Enabled Payment Options

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