Dubsado

Becca Berg

Send an invoice and start getting paid right away

Payments and Invoicing

Connecting a payment processor allows your clients to make a payment right from a Dubsado invoice.

Connect a payment processor with Dubsado Payments, Square, or PayPal

How do I edit my country and currency?

Are client’s credit cards saved in Dubsado?

Dubsado and the Code of Conduct for the Credit and Debit Card Industry in Canada

Payment processors

Create an invoice

Send an invoice

Show the client’s name and address on invoices

Create a tax and add it to a package or invoice line item.

Add tax to an invoice

See an invoice exactly as your client will see it.

Preview an invoice or package

Edit or remove an invoice or package

Learn to add and manage more than one invoice on the same project.

View multiple invoices on a project

If a project is cancelled or a client disappears, you can close their invoice.

Close an invoice

Create invoices

Require your clients to enroll in autopay for automatic payments on your invoices.

Autopay enrollment settings

Send transaction receipts to clients

Manually add or delete a payment on an invoice

After issuing a refund through your payment processor, record the refund on the client's invoice in Dubsado and send a receipt.

Log a refund for Legacy Stripe, Square and PayPal transactions

How do I view how clients have paid?

Get paid

Manually add or remove discounts to an invoice.

Add or delete a discount on invoices

How to change the invoice number on the customer's invoice

Change the invoice number

Override the “bill to” name for specific invoices

Accept tips from clients

Keep track of your billable time and apply it to an invoice with this utility.

Time tracker

Allow clients to repay

Additional invoice options

Set payment due dates and break an invoice down into one or more installments.

Payment plans

Not sure how to set up a payment plan? Check out these common examples.

Payment plan examples

Automatically email clients when payment is due.

Automated payment reminders

Get paid more reliably on invoices with eligible payment plans.

Autopay on payment plans

Learn the difference between these two invoicing features so that you can use them effectively.

Recurring invoices vs. payment plans

Automatically bill clients on a regular basis for subscription services.

Create a recurring invoice

Clients can set it and forget it so you get paid on time.

Autopay on recurring invoices

Recurring invoices

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Find answers and get help from Intercom Support and Community Experts

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