Dubsado

How to log a manual payment on an invoice for payments you received outside Dubsado, and how to edit or delete a manual payment afterward.

Managing manual payments

Learn how to provide transaction receipts to your contacts using the Dubsado invoice as the receipt document.

Send transaction receipts to clients

How to manually log a refund on an invoice for Square or PayPal transactions.

Log a refund for Square or PayPal transactions

How the Allow client to repay this amount checkbox affects an invoice's remaining balance after a refund, and how to change it before or after the refund is created.

Allow contacts to repay

Trevor

Handle payments once an invoice is out the door. Record manual payments, log refunds, let clients repay, and send transaction receipts—no matter which processor you're using.

Managing invoices

Create a custom design with text, images, and links

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