Note: This invoice will not be tied to a Deal or Proposal and exists independently. You can find it under the customer's Contact or in the Invoices section.
1. Click on 'Invoices'
2. Click on 'Actions'
3. Click on 'Create New Invoice'
4. Choose the Contact or Input the Contact Information
5. Click on 'Next Step'
6. Click on 'Add Line Item' to Begin Building the Invoice
7. Choose a Product/Service
8. Input Price
9. Click on 'Save'
10. Click on 'Save & Generate Invoice'
Sending the Invoice
1. Click on 'Send Invoice'
2. Click on 'Send'
Receiving Deposit Payment
1. Click on 'Receive Payment'
2. Change the Amount to the Desired Price
3. Choose the Method
4. Toggle on 'Deposit Payment'
5. Click on 'Save'
6. You'll be able to see the Deposit Under Payments in the Invoice
Where to Find the Manual Invoice
1. Click on 'Contacts'
2. Click on the Contact the Invoice was Made for
3. Click on 'Invoices'
4. The Invoice Will be Displayed
5. Click on 'Invoices'
6. The Invoice Will be Displayed Here as Well
If you need any assistance with this, please don’t hesitate to contact DripJobs Customer Support or the HelpDesk.