Dubsado

Becca Berg

Send an invoice and start getting paid right away

Payments and Invoicing

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

Connect a payment processor with Dubsado Payments, Square, or PayPal in 2.0

How do I edit my country and currency? in 2.0

Are client’s credit cards saved in Dubsado?

Payment processors

Create an invoice in 2.0

Send an invoice in 2.0

Show the client’s name and address on invoices

Create a tax and add it to a package or invoice line item.

Add tax to an invoice in 2.0

See an invoice exactly as your client will see it.

Preview an invoice or package in 2.0

Edit or remove an invoice or package in 2.0

Learn to add and manage more than one invoice on the same project.

View multiple invoices on a project in 2.0

If a project is cancelled or a client disappears, you can close their invoice.

Close an invoice in 2.0

Create invoices

Require your clients to enroll in autopay for automatic payments on your invoices.

Autopay enrollment settings in 2.0

Send transaction receipts to clients in 2.0

Manually add or delete a payment on an invoice in 2.0

After issuing a refund through your payment processor, record the refund on the client's invoice in Dubsado and send a receipt.

Log a refund for Legacy Stripe, Square and PayPal transactions in 2.0

How do I view how clients have paid?

Get paid

Manually add or remove discounts to an invoice.

Add or delete a discount on invoices in 2.0

How to change the invoice number on the customer's invoice

Change the invoice number in 2.0

Override the “bill to” name for specific invoices

Accept tips from clients in 2.0

Keep track of your billable time and apply it to an invoice with this utility.

Time tracker in 2.0

Allow clients to repay in 2.0

Additional invoice options

Set payment due dates and break an invoice down into one or more installments.

Payment plans in 2.0

Not sure how to set up a payment plan? Check out these common examples.

Payment plan examples in 2.0

Automatically email clients when payment is due.

Automated payment reminders in 2.0

Get paid more reliably on invoices with eligible payment plans.

Autopay on payment plans in 2.0

Payment plans

Learn the difference between these two invoicing features so that you can use them effectively.

Recurring invoices vs. payment plans in 2.0

Automatically bill clients on a regular basis for subscription services.

Create a recurring invoice in 2.0

Clients can set it and forget it so you get paid on time.

Autopay on recurring invoices in 2.0

Recurring invoices

Create a custom design with text, images, and links

💡 Explore Updates and Bug Fixes

🖥️ Dubsado's Youtube Channel

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.