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Connect a payment processor with Stripe, Square, or PayPal
Connect a payment processor with Stripe, Square, or PayPal

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

Sam Gioia avatar
Written by Sam Gioia
Updated over a week ago

Updated Nov 29, 2023

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 or unpaid invoices for you.

Dubsado integrates with Stripe, Square, or PayPal. Using these third-party payment processors means your payments are protected by their security practices and compliance regulations.

👋 Here’s a tip… 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 Stripe or Square to Dubsado but not both. You can connect PayPal as your single payment processor or in addition to Stripe or Square. Connecting PayPal with Stripe or Square provides more payment options for your clients!

To connect a payment processor in Dubsado:

  1. Go to Settings > Payments and invoices.

  2. If prompted, enter your Country and Currency.

  3. Click Continue. The payment processor options will appear.

    screenshot of payment processor options
  4. Click Connect on Stripe, Square, or PayPal. You’ll be redirected to log in or create an account with them.

  5. After you sync your payment processor with Dubsado, you’ll be brought back to Dubsado. Your chosen payment processor will say Connected.

    arrow pointing to connected tag


Differences between Stripe, Square, and PayPal

For each payment processor, you may choose whether to accept credit cards, ACH, or both. See the table below for a comparison:

Accepts credit or debit cards

Accepts bank transfer (ACH)

Compatible with autopay

Stripe

Yes

Yes with Plaid (US banks only)

Credit or debit cards only
ACH is not compatible

Square

Yes

No

Credit or debit cards only

PayPal

Yes

No

No

Square integration limits:

  • With Dubsado, ACH payments are not available through Square. ACH payments are only able to be processed with Stripe.

  • Due to Square’s integration, when you view a payment on Square, you won’t see the client name and email address associated with the payment.

  • In-person payments with a card reader won’t automatically apply to a Dubsado invoice, so you’ll need to manually apply the payment.

PayPal integration limits:

  • PayPal is not compatible with autopay. For more information, please see our autopay enrollment settings.

  • Dubsado cannot help you recover payments if you enter an incorrect email address and funds go to the wrong 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 — Dubsado doesn’t have any input on what your payment processor charges as a fee. Fortunately, Dubsado does not charge any additional payment fees!

For the most up-to-date information on fees, please go directly to Stripe, Square, and PayPal:

Heads up! It’s not possible to pass processing fees onto your clients at this time. For now, we recommend keeping processing fees in mind when you structure your pricing.


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 in your Dubsado invoices!

You can do this from Settings > Payments and invoices. 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!

client view of the options to pay with e-check, card, or paypal

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, Klarna, Wise, or any other type of payment processor?

Dubsado currently integrates with Stripe, Square, and PayPal. 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 does not come into direct contact with your payments, transfer times depend entirely on your payment processor. If you notice long transfer times, we recommend you contact Stripe, Square, or PayPal directly.

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