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Creating a Manual Invoice & Accepting Deposit Payments
Creating a Manual Invoice & Accepting Deposit Payments

This article will show you how to create an invoice manually and accept payments.

Tanner Mullen avatar
Written by Tanner Mullen
Updated over a month ago

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'

Click on Invoices

2. Click on 'Actions'

Click on Actions

3. Click on 'Create New Invoice'

Click on Create New Invoice

4. Choose the Contact or Input the Contact Information

Click on New Contact

5. Click on 'Next Step'

Click on Next Step

6. Click on 'Add Line Item' to Begin Building the Invoice

Click on No items have been added to this invoice yet

7. Choose a Product/Service

Click on Cabinet Refinishing

8. Input Price

Type "1000"

9. Click on 'Save'

Click on Save

10. Click on 'Save & Generate Invoice'

Click on Save & Generate Invoice


Sending the Invoice

1. Click on 'Send Invoice'

Click on Send Invoice

2. Click on 'Send'

Click on Send


Receiving Deposit Payment

1. Click on 'Receive Payment'

Click on Receive Payment

2. Change the Amount to the Desired Price


3. Choose the Method

Select Check from Method

4. Toggle on 'Deposit Payment'

Click on Receive Payment…

5. Click on 'Save'

Click on Save

6. You'll be able to see the Deposit Under Payments in the Invoice

Click on Invoice


Where to Find the Manual Invoice

1. Click on 'Contacts'

Click on Contacts

2. Click on the Contact the Invoice was Made for

Click on the Contact the Invoice was made for

3. Click on 'Invoices'

Click on Invoices

4. The Invoice Will be Displayed

The Invoice will be displayed

5. Click on 'Invoices'

Click on Invoices

6. The Invoice Will be Displayed Here as Well

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.


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