Customer View of Invoice | DripJobs Help Center

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Customer View of Invoice

Customer View of Invoice

To see what an invoice looks like before it is sent and how the customer will see it, you can follow these instructions.

Written by Laura Cuadros

Updated over a week ago

1. Click on Jobs Pipeline

Click on Jobs Pipeline

2. Look for the deal you would like to check

Look for the deal you would like to check

3. Click on the Invoice #

Click on the Invoice #

4. Click on Preview as Client

Click on Preview as Client

5. This is how your invoice will look like

This is how your invoice will look like

6. You can see your items and the price

You can see your items and the price

7. If is there any optional items you will see them too

If is there any optional items you will see them too

8. Just below, you can see your Invoice Amount, Taxes, and Total

Just below, you can see your Invoice Amount, Taxes, and Total

9. If there are any payments made you will see this part too

With the Description of the payment, the Date and the Amount

If there is any payments made you will se this part too

10. Just below you can see the Amount Due

Just below you can see the Amount Due

11. The payment options available to the customer will display at the bottom.

We have the button to pay offline, or if you have Stripe setup, you will see a blue button with the option to pay by card or ACH.