Before you send an invoice to a client, you'll want to connect a payment processor to Dubsado so clients can pay the invoice. Dubsado will also automatically keep track of paid and unpaid invoices for you.
Dubsado integrates with Dubsado Payments powered by Stripe, Square, or PayPal. Using these third-party payment processors means your payments are protected by their security practices and compliance regulations.
You can still send invoices with Dubsado without connecting a payment processor. Just don't forget to manually record the payment for the invoice after your client pays you.
Connect a payment processor
You can connect either Dubsado Payments or Square to Dubsado but not both. You can connect PayPal as your single payment processor or in addition to Dubsado Payments or Square. Connecting PayPal with Dubsado Payments or Square provides more payment options for your clients.
To connect a payment processor in Dubsado:
Navigate to Invoicing ➔ Payment settings or Settings ➔ Payments.
If prompted, select your Country and Currency. The payment processor options will appear once both are chosen.
Click Get started to connect with Dubsado Payments. Or click Show other processors, then click Connect next to Square or PayPal.
Square: you'll be redirected to log in or create a Square account.
PayPal: a PayPal window opens where you enter your PayPal email and Verify PayPal email, then click Connect account.
Once connected, your chosen payment processor will say Connected.
Which payment processor should I choose?
Each of our integrated payment processors offer varying levels of functionality and flexibility for both you and your clients.
Check out our comparison chart below to see which payment processor is right for you!
Feature | Dubsado Payments | Square | PayPal |
✅ | ✅ | ✅ | |
✅ | ❌ | ❌ | |
Card & ACH | Card only | ❌ | |
✅ | ❌ | ❌ | |
✅ | ❌ | ❌ | |
✅ | ❌ | ❌ | |
✅ | ❌ | ❌ | |
✅ | ❌ | ❌ | |
✅ | ❌ | ❌ | |
Elevated customer support | ✅ | ❌ | ❌ |
Additional details for Dubsado Payments:
Refunds can be initiated in Dubsado or directly from your Dubsado Payments Stripe account. A refund initiated in one location will automatically appear in the other, making refunds a breeze.
Dubsado Payments Capital provides access to fast, flexible financing to invest in growth and manage cashflow. Eligible U.S.-based users are automatically pre-qualified based on Dubsado Payments transaction volume and history.
Due to Dubsado's deep partnership with Stripe, our Customer Care team can directly assist you with any Dubsado Payments issues.
Square integration limits:
Due to Square's integration, when you view a payment within Square, you won't see the client name and email address associated with the payment.
In-person payments with a Square card reader won't automatically apply to a Dubsado invoice, so you'll need to manually apply the payment.
PayPal integration limits:
While PayPal does accept card payments, these payments are not compatible with autopay. For more information, see our autopay enrollment settings.
Dubsado cannot help you recover payments if you enter an incorrect email address and funds go to the wrong PayPal account.
Payment processing fees
No one likes fees, but processing fees are a standard part of doing business that protects you and your transactions.
Processing fees depend entirely on your payment processor. Fortunately, Dubsado does not charge any additional payment fees!
For the most up-to-date information on fees, head to the following links:
Bank transfer option for non-US banks
If you're unable to accept credit cards and you don't have a United States bank account, the alternative is to include payment instructions directly on your Dubsado invoices!
You can do this from Invoicing ➔ Invoice Appearance or Settings ➔ Invoice appearance. Scroll down to Invoice Terms and add payment instructions that will appear at the top or bottom of the invoice.
What your clients see
After you connect a payment processor to Dubsado, all invoices will display a Pay Now button. Your clients can select a payment method to complete the payment!
Please keep in mind that credit cards aren't saved in Dubsado. If you'd like to ensure that clients don't miss any payments, we recommend setting up autopay so your clients are automatically charged when an invoice is due.
FAQ
Do you plan on integrating with Venmo, Zelle, Wise, or any other type of payment processor?
Dubsado currently integrates with Dubsado Payments, Square, and PayPal, and we're investigating adding more payment options to Dubsado Payments (Apple Pay, Google Pay, local methods like BACS, BECS, PADs, and SEPA, and in-person payments). We do not plan on integrating with other payment processors at this time.
How long does it take for my money to transfer to my account?
Since Dubsado doesn't come into direct contact with your payments, transfer times depend entirely on your payment processor. For long transfer times, contact Square or PayPal directly. If you're connected with Dubsado Payments, more info on payouts can be found here, or you can send our Customer Care team a chat.