Dubsado

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

Justin

Creating & sending invoices

Create a custom design with text, images, and links

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Create your workspace and invite the people you work with.

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

{appName} in 60 seconds

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.

Prototype article-aware answer

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.

Prototype getting-started answer

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

Prototype integrations answer

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

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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