Proposals & Invoices
These Help Articles Will Cover Proposals & Invoices
9 articles in this collection
Written by Tanner Mullen and Sunny McIntosh
Written by Tanner Mullen and Sunny McIntosh
How to Add a PDF from Google Drive to your Proposal
Written by Sunny McIntosh
Updated over a week ago
Updated over a week ago
How to Add a Product or Service
Written by Sunny McIntosh
Updated over a week ago
Updated over a week ago
How to Handle Repeat Customers
This short loom video shows you how
Written by Sunny McIntosh
Updated over a week ago
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.
Written by Sunny McIntosh
Updated over a week ago
Updated over a week ago
Adding Discounts and Optional Items to Proposals
Written by Sunny McIntosh
Updated over a week ago
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.
Written by Tanner Mullen
Updated over a week ago
Updated over a week ago
How To Change a "Job" Specific Address In DripJobs
How To Change a "Job" Specific Address In DripJobs
Written by Tanner Mullen
Updated over a week ago
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.
Written by Tanner Mullen
Updated over a week ago
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.
Written by Tanner Mullen
Updated over a week ago
Updated over a week ago