Updated August 28, 2024
When viewing an individual invoice in the mobile app, tap Transactions to view, add, or edit transactions that are associated with that invoice.
Transactions tab
The transactions tab is split into three columns: transaction date, payment method, and transaction amount.
Each transaction is listed in chronological order, with newer transaction appearing at the bottom of the list.
View invoice transactions
Payments you have received or logged are listed in green text preceded by a plus sign, while refunds are listed in gray text preceded by a minus sign.
Apply invoice transactions
To manually apply a transaction to the current invoice:
Tap + Log new payment
Tap the date field to adjust the date, if necessary
the date field defaults to the current date
Tap the payment method dropdown to select a payment method
Enter an amount in the amount field
Optionally, add a payment description by typing into the description field
Tap Save to apply the payment to the invoice
Edit or delete invoice transactions
To edit or delete an invoice transaction, tap anywhere on that transaction’s date, payment method, or amount.
Then, tap Edit to update the transaction, or tap Delete to remove the transaction from the invoice.
Payments received via Dubsado Payments cannot be edited or removed from an invoice, so you won’t see the Edit or Delete options when you tap on these transactions.
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.