How To Create an Invoice Manually & Log a deposit payment | DripJobs Help Center

DripJobs Help Center

All Collections

Proposals & Invoices

How To Create an Invoice Manually & Log a deposit payment

How To Create an Invoice Manually & Log a deposit payment

This article will help you easily create an invoice for an accepted proposal.

Written by Tanner Mullen

Updated over a week ago

1. Locate the job you are wanting to create an invoice for

Locate the job you are wanting to create an invoice for

2. Click on the associated job number to easily open up the "proposal"

Click on the associated job number to easily open up the "proposal"

3. Once inside the "proposal"

Once inside the "proposal"

4. Click on Generate Invoice

Click on Generate Invoice

5. Click on Generate

Click on Generate

6. Once the invoice is generated, Click on Receive Payment to log a payment

This is where you can log deposits made by check, cash, zelle, or venmo

Once the invoice is generated, Click on Receive Payment to log a payment

7. Change this to the amount of the payment

Change this to the amount of the payment

8. You can log it as a deposit and also send a receipt

You can log it as a deposit and also send a receipt

9. Once you're done, click Save.

Once you're done, click Save.

This workflow was created with Tango.