Setting Up Progress Payments
1. Click on the desired Invoice
2. Click on Request Payment
3. Choose the amount
4. Click on Save
5. The Payment Request is created
Sending the Progress Payment Request
1. Click on Send Request
2. Choose to send via Email, SMS, or both
3. Click on Send
4. 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
2. Select the Method and input other desired details
3. Click on Save
4. 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.
2. 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
4. The payment will show under Payments in the Invoice
Note: The status of the payment will be available if they paid via Stripe.
