Dubsado

Overview of how Dubsado Payments works, including supported countries, accepted payment methods, processing fees, and what happens when you need to delete or reverse a payment.

Manage payments with Dubsado Payments

How to issue a full or partial refund through Dubsado Payments from within Dubsado, including the confirmation step and what to expect after.

Issue a refund through Dubsado Payments

Explains the chargeback/dispute process for Dubsado Payments users, including how to challenge or accept a dispute through Stripe.

Disputes when using Dubsado Payments

How Dubsado Payments automatically emails a transaction receipt to a client after each payment, including what appears on the receipt and how to avoid duplicate receipts from Stripe.

Transaction receipts

Explains why a client's payment may fail (declined or blocked by Stripe/card network) and what to do about it, including the failed-autopay state in Dubsado.

Why did my client's payment fail?

Trevor

Stay on top of every transaction. Review and troubleshoot payments, send receipts, issue refunds, and handle disputes.

Payments, refunds, & disputes

Create a custom design with text, images, and links

💡 Explore Updates and Bug Fixes

🖥️ Dubsado's Youtube Channel

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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

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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.

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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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