Proposals & Invoices

These Help Articles Will Cover Proposals & Invoices

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11 articles in this collection
Written by Tanner Mullen and Sunny McIntosh

How to Add a PDF from Google Drive to your Proposal

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Written by Sunny McIntosh
Updated over a week ago

How to Add a Product or Service

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Written by Sunny McIntosh
Updated over a week ago

How to Handle Repeat Customers

This short loom video shows you how
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Written by Sunny McIntosh
Updated over a week ago

How To Accept ACH Payments in DripJobs through Stripe

This will allow your DripJobs customers to pay their invoices with a bank transfer (ACH)
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Written by Tanner Mullen
Updated over a week ago

A customer signed the proposal and then decided they want an add-on item. How can they change their choice.

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Written by Sunny McIntosh
Updated over a week ago

Adding Discounts and Optional Items to Proposals

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Written by Sunny McIntosh
Updated over a week ago

How to send an invoice for the final balance

This article briefly showcases how to send the final invoice on a project. This is for the "desktop" or "iPad" version of DripJobs.
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Written by Tanner Mullen
Updated over a week ago

How to Send Pictures with a Work Order - Video Tutorial

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Written by Sunny McIntosh
Updated over a week ago

How To Change a "Job" Specific Address In DripJobs

How To Change a "Job" Specific Address In DripJobs
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Written by Tanner Mullen
Updated over a week ago

How To Create an Invoice Manually & Log a deposit payment

This article will help you easily create an invoice for an accepted proposal.
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Written by Tanner Mullen
Updated over a week ago

How to add additional work to an already scheduled job

This is a workaround for a "work order" we will be updating the system to allow work-orders in an upcoming update.
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Written by Tanner Mullen
Updated over a week ago