Dubsado

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Invoicing

How to manually create an invoice in a project or from the Invoicing page.

Create an invoice

How to send an invoice to a client via email, copy the invoice link, or download it as a PDF.

Send an invoice

Close an invoice to mark its remaining balance as uncollectible, or reopen a closed invoice when you need to.

Close an invoice

How to view, add, and set a primary invoice when a project has multiple invoices.

View and manage multiple invoices on a project

How to change the invoice number on an existing invoice, and how Dubsado handles sequential numbering and duplicates.

Change the invoice number

Accept tips from clients

Creating & sending invoices

Create package templates to save commonly used groups of line items for quick invoice building and proposal selection.

How to create packages

How to edit or delete an existing invoice on a project, or edit or delete a package template in Invoicing.

Edit or delete an invoice or package

See how an invoice or package looks from your client's perspective before sending it.

Preview an invoice or package

Packages

Set up a recurring invoice to automatically bill clients at regular intervals for subscription services.

Create a recurring invoice

Learn the difference between recurring invoices and payment plans so you can choose the right invoicing method for each client.

Recurring invoices vs. payment plans

Recurring invoices

Break invoices into installments with due dates, automated reminders, and optional autopay using payment plan templates or one-off configurations.

Payment plans

Common payment plan setups in Dubsado, including pay in full, initial deposit, equal payments, and milestone-based plans.

Payment plan examples

Add automated payment reminder emails to payment plan installments so contacts are notified when a payment is due.

Automated payment reminders

Payment plans & reminders

Set a default autopay setting for your workspace so eligible invoices and recurring invoices follow the same rules without per-invoice setup.

Autopay enrollment settings

How autopay works with payment plan installments, including eligibility, the workspace setting, per-plan overrides, and what cancels autopay enrollment.

Autopay on payment plans

Autopay on recurring invoices

Charge clients automatically with autopay

Autopay

How to apply or remove a discount on an invoice, including how to exclude specific line items from a percentage discount.

Add or remove a discount on an invoice

Create discount templates for applying to invoices and offering discount codes to clients via proposals and schedulers.

Create or delete a discount template

Create tax items and apply them to invoice and package line items to track the tax you collect.

Add tax to an invoice

Discounts & taxes on invoices

An overview of Dubsado's built-in bookkeeping tools, including invoices, transactions, chart of accounts, and finance reports.

Bookkeeping in Dubsado

Create and manage income categories to track how much you earn in each category when clients pay your invoices.

Income categories

Record business and project-related expenses on the Transactions page and manage expense categories on the Chart of Accounts.

Tracking your expenses

Bookkeeping & expenses

Create a custom design with text, images, and links

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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