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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 this week

Setting Up Progress Payments


1. Click on the Desired Invoice

Click on Invoice #178579

2. Click on 'Request Payment'

Click on Request Payment

3. Choose the Amount

Click on 50%

4. Click on 'Save'

Click on Save

Sending the Progress Payment Request


1. Click on 'Send Request'

Click on Send Request

2. Choose to Send via Email, SMS, or Both and Hit 'Send'

Click on Request Payment for Invoice #178579…

3. This Is the Client’s View of the Progress Payment/Payment Request

Click on Download Invoice

Accepting Payment for Progress Payments


Manual / Alternative Payments:

1. Click 'Mark as Paid' to Receive Payment for an Alternative 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 the 'Payment History' Section at the Bottom of the Invoice Page With the Payment Details

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. Click here for more information. Credit Card and ACH payments are available through the Stripe integration. Click here for more information on how to set up Stripe.

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. Click here for more information on Stripe payment statuses.

The payment will show under Payments in the Invoice

If you need any assistance with this, please don’t hesitate to contact DripJobs Customer Support or the HelpDesk.


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