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Send transaction receipts to clients
Send transaction receipts to clients
Charis Barg avatar
Written by Charis Barg
Updated over a week ago

Updated Aug 7, 2023

If you use Stripe, Square, or PayPal as your payment processor, then the Dubsado invoice itself acts as the transaction receipt by listing all completed payments on the invoice. Dubsado doesn’t generate a separate transaction receipt.

To use the Dubsado invoice as a transaction receipt, you can download the invoice as a PDF by following the steps below:

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

  2. Select the Invoices tab.

  3. Click Send >> Open in New Window.

  4. Click Download PDF.


If a client pays you in cash or check, you’ll first want to mark the invoice as “paid” by manually logging the payment in Dubsado:

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

  2. Select the Invoices tab.

  3. Click Apply >> Payment to add the cash or check payment towards the invoice.

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