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Create an invoice
Sam Gioia avatar
Written by Sam Gioia
Updated over a week ago

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

  1. Go to Projects to open the client’s project.

  2. Click the Invoices tab.

  3. Click New Line Item.

  4. Fill in the invoice details.

  5. Click Add item.

Make sure to preview the invoice before sending it to your client. If you are invoicing a large amount, you can also add due dates or create payment installments by creating a payment plan.

Although we recommend one invoice per project, it’s possible to add multiple invoices to the same project.


Invoice details

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:

Quantity

Price

Description

Option 1

10

100

N/A

Option 2

1

1,000

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:

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