How to add an upfront payment to the job | WERK8 Help Center

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How to add an upfront payment to the job

How to add an upfront payment to the job

Add deposits and upfront payments

Written by Natalia Cholewa

Updated over a week ago

1. Go to the job

Screenshot of: Go to the job

2. Click "ADD UPFRONT PAYMENT"

Screenshot of: Click "ADD UPFRONT PAYMENT"

3. Provide details and save

Screenshot of: Provide details and save

4. You can remove the upfront payment, edit or add another one.

Screenshot of: You can remove the upfront payment, edit or add another one.

5. Click "QUOTE / INVOICE"

Screenshot of: Click "QUOTE / INVOICE"

6. You can see the upfront payment in the documents. Will also be included in the print.

Screenshot of: You can see the upfront payment in the documents. Will also be included in the print.