Skip to main content
All CollectionsProposals & Invoices
How to Invoice for Progress Payments
How to Invoice for Progress Payments

This article will show you how to set up Progress Payments on a Proposal and how to request them on an Invoice.

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

Setting Up Progress Payments


1. Click on the desired Invoice

Click on the desired Invoice

2. Click on Request Payment

Click on Request Payment

3. Choose the amount

Choose the amount

4. Click on Save

Click on Save

5. The Payment Request is created

The Payment Request is created


Sending the Progress Payment Request

1. Click on Send Request

Click on Send Request

2. Choose to send via Email, SMS, or both

Choose to send via Email, SMS, or both

3. Click on Send

Click on Send

4. The status is changed to Sent

The status is changed to Sent


Accepting Payment for Progress Payments

Manual / Offline Payments

1. Hit Mark As Paid to Receive Payment for an offline form of payment

Hit Mark As Paid to Receive Payment for an offline form of payment

2. Select the Method and input other desired details

Select the Method and input other desired details

3. Click on Save

Click on Save

4. The payment will show under Payments in Invoice with the selected Method

The payment will show under Payments in Invoice with the selected Method

Online Payments via Stripe

1. The customer will be made aware of their payment options on their Invoice

Note: These can be changed under Settings on the Invoice. Credit Card and ACH payments are available through the Stripe integration.

The customer will be made aware of their payment options on their Invoice

2. The customer can choose Pay with Bank Account or Pay with Card to be redirected to the Stripe checkout page

The customer can choose Pay with Bank Account or Pay with Card to be redirected to the Stripe checkout page

3. The customer can click on Pay to complete the payment

The customer can click on Pay to complete the payment

4. The payment will show under Payments in the Invoice

Note: The status of the payment will be available if they paid via Stripe.

The payment will show under Payments in the Invoice

Did this answer your question?