All Collections
Proposals & Invoices
These Help Articles Will Cover Proposals & Invoices
Creating and Accepting a Change Order in DripJobs
How to Use and Embed Media in Custom Sections
How to Add a Product or Service
How to Handle Repeat Customers
How to Add a PDF from Google Drive to your Proposal
How to Send Pictures with a Work Order
How To Accept ACH Payments in DripJobs through Stripe
How To Change a Job Address In DripJobs
Creating a Manual Invoice & Accepting Deposit Payments
QuickBooks not syncing invoices / customers
Creating Payment Schedules for Proposals
How to Create and Send Work Orders
How To Invoice for Progress Payments
Creating and Managing Custom Section Templates
Customizing Proposal & Invoice PDFs
How to Duplicate a Proposal
Manually Adding a Line Item to an Existing Invoice
How to Accept Deposits for Offline Payments
Logging Payments Made Using Offline Methods
How to Configure Payment Settings in a Proposal
How to Configure Payment Settings in an Invoice
Configuring Processing Fees for Payment Requests
How to Check the Status of an ACH Payment
How to Add Attachments & Pictures to a Proposal
Adding Optional Items to Proposals
Applying Discounts and Late Fees
Manual ACH Verification Process via Stripe
How to Add a YouTube Video to a Proposal
Marking Proposals as Rejected
Downloading PDF Versions of Proposals & Invoices
Building Proposals for Clients with Multiple Addresses
Archiving v. Rejecting a Proposal