Note: Be Sure Alternative Payments Are Enabled in Payments Under Company Settings
Enabling Alternative Deposits on Proposals
1. Click on 'Settings' in the Proposal
2. Click 'Add' to Set a Deposit
3. Input the Desired Deposit Amount
4. Click on 'Save'
5. Enable 'Allow Alternative Payment'
6. Alternative Payments Will Now Be Enabled
Accepting the Proposal
1. The Customer Will Click 'Approve & Pay Deposit'
2. They Can Then Confirm the Terms and Conditions and Sign the Proposal
3. They Can Then Click on the Button to Pay the Deposit Alternatively
Note: The verbiage of this button can be changed in Payments under Company Settings.
4. Instructions on Paying the Deposit Will Display
Note: These instructions can also be adjusted in Payments under Company Settings.
5. The Customer Can Click 'Approve & Pay' to Accept the Proposal and Deposit Instructions
6. An Email Notification Will Be Sent Out Informing You That the Customer Would Like to Pay Offline/Alternatively for Their Deposit
Accepted Proposals
1. The Accepted Proposal Will Enter the Jobs Pipeline
2. An Invoice Will Be Automatically Created
3. A Payment Request Will Be Made for the Deposit Amount
4. Click on 'Send Request' to Request the Payment
5. Click on 'Send' at the Bottom to Send the Payment Request
If you have any questions or need any assistance, please don't hesitate to contact DripJobs Customer Support or the Helpdesk.