Updated Aug 7, 2023
If a client paid an invoice with cash, check, or another form of payment, you can manually record it in Dubsado. Manual payments count towards received income under the Reporting tab.
Add a manual payment
Go to Projects.
Choose the specific client.
Click the Invoices tab.
If your client has multiple invoices, click the Invoice List tab to choose the invoice to open.
Click Apply >> Payment.
Enter the payment date, method of payment, and amount.
Click Apply.
Your manual payment will appear under PAYMENTS.
Edit or delete a manual payment
Go to Projects.
Choose the specific client.
Click the Invoices tab.
If your client has multiple invoices, click the Invoice List tab to choose the invoice to open.
Scroll to PAYMENTS and click on the gear icon to edit or the trashcan icon to delete.
Edit the payment date, method of payment, or amount.
Click Apply.
You can also edit or delete a transaction under Reporting >> Transactions.