Updated Jul 17, 2023
How to create an invoice in Dubsado. For information on how to edit or delete an invoice, click here.
Manually create a one-time invoice
Go to Projects to open the client’s project.
Click the Invoices tab.
Click New Line Item.
Fill in the invoice details.
Click Add item.
Although we recommend one invoice per project, it’s possible to add multiple invoices to the same project.
Invoice item name (required): The name of the package.
Description (optional): Describes to your client the elements. Toggle bullet points on, if desired.
Quantity and price (required): Quantity is the cost per unit. Type a value of at least "1". Price is the per unit price. For example, 10 hours of consulting for $100/hour could be entered as either option 1 or option 2:
10 hours of consulting
At this time, Dubsado only supports invoicing in one currency at a time.
Item subtotal: Automatically calculated by multiplying the quantity by the price.
Tax (optional): Add a saved tax item or click New Tax item that saves for future use.
Category (optional): Select a category or click New Category to track income. If you offer multiple services, your categories might include web design, SEO, and website maintenance.
Create an invoice template
Instead of making an invoice for each client, use package templates for your commonly used invoices. See create a package template.
If you already made an invoice in a client’s project that you want to save for future use, click Packages >> Save as Package.
Automatically create an invoice
Dubsado has two ways to automatically create an invoice: