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Viewing refunds in the mobile app
Viewing refunds in the mobile app
Trevor avatar
Written by Trevor
Updated over 5 months ago

Updated July 8, 2024

Use the mobile app to quickly double check the refunds within a project, or email the client their refund receipt.

Tap on a project and head to the Invoices tab to get started.


View refunds

After navigating to the invoices tab of a project, tap Refunds to view the refunds sub-tab. Any refund that’s been issued or recorded in this project is listed here, with older refunds appearing at the top of the page.

Each refund display its refund number, date, and amount. The invoice that the refund is associated with is noted at the bottom of each entry.


Refund quick actions

Tap the three dots (…) icon to access the quick actions for refunds. You can:

  • Tap Send to open a new email message that includes a link to the refund receipt.

  • Tap Copy link to copy the refund receipt’s URL.

  • Tap View Refund to view the refund receipt in the app.

Like payments, you aren’t able to record refunds from the app, currently. Log in to Dubsado’s desktop site to record or process a refund.

For more information on initiating a refund, check out Dubsado Payments refunds if you're connected with Dubsado Payments. Or, learn how to log a refund if you're connected with Legacy Stripe, Square, or PayPal.


Mobile App Roadmap

Curious about features and functionality that we plan to add to the mobile app? Check out our mobile app roadmap to see of a full list of the features we’re planning and working on! There, you can let us know how important our upcoming updates would be to you, and submit new ideas.

Don’t forget that you can chat our Customer Care team anytime by sending an email to hello@dubsado.com, or by heading to the More tab within the mobile app.

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