DripJobs Help Center

How to Update the Financing Instructions?

In this article, you will learn how to update your financing instructions.

Written by David Arteaga

Updated over 2 months ago

1. Click on 'Company Settings'

Click on 'Company Settings'

2. Click on 'Integrations'

Click on 'Integrations'

3. Make Sure You Have the Financing Options Turned On

Make Sure You Have the Financing Options Turned On

4. Click on 'Payments'

Click on 'Payments'

5. Once You Turn It On, Here You Will Find the Financing Instructions

Feel free to edit them as much as you'd like to

Once You Turn It On, Here You Will Find the Financing Instructions

6. Click on 'Save'

Click on 'Save'

7. This Is How the Financing Instructions Will Look Like When the Client Is Accepting the Proposal

This Is How the Financing Instructions Will Look Like When the Client Is Accepting the Proposal

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