Updated Nov 13, 2023
Client credit card information does not get stored in Dubsado since all transactions are handled securely by your payment processor (Stripe, Square, or PayPal). For payment security, Dubsado never comes into contact with your client's payment information or funds!
If a client provides you with their credit card information, you can make a payment on behalf of your client. To do this:
Go to Projects and open your client’s project.
Click on the Invoices tab.
If you don’t see the invoice, click Invoice List to view all invoices.
Click Send > Open in New Window. The invoice will open in a new tab.
Within the invoice, click Pay Now. A popup will appear to manually enter your client’s credit card information.