How To Manually Create an Invoice & Log a Deposit

Tanner Mullen

Created Nov 08, 2021

How To Manually Create an Invoice & Log a Deposit

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Dripjobs

9 Steps
1

Locate the job you are wanting to create an invoice for

Locate the job you are wanting to create an invoice for
2

Click on the associated job number to easily open up the "proposal"

Click on the associated job number to easily open up the "proposal"
3

Once inside the "proposal"

Once inside the "proposal"
4

Click on Generate Invoice

Click on Generate Invoice
5

Click on Generate

Click on Generate
6

Once the invoice is generated, Click on Receive Payment to log a payment

This is where you can log deposits made by check, cash, zelle, or venmo

Once the invoice is generated, Click on Receive Payment to log a payment
7

Change this to the amount of the payment

Change this to the amount of the payment
8

You can log it as a deposit and also send a receipt

You can log it as a deposit and also send a receipt
9

Once you're done, click Save.

Once you're done, click Save.
Well done!
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