Invoicing and Getting Paid

From invoicing to getting your payment processors all set up!

31 articles in this collection
Written by Becca Berg and Sam Gioia

Payment Processors

What is a payment processor?

Connecting a payment processor allows your clients to make a payment right from a Dubsado invoice. Here's how it works.

Written by Sam Gioia
Updated over a week ago

Accept credit card and e-Check (ACH) payments with Stripe

Allow your clients to pay via credit card or e-check through Stripe on your Dubsado invoices.

Written by Sam Gioia
Updated over a week ago

Accept credit card payments with Square

Allow your clients to pay via credit card through Square on your Dubsado invoices.

Written by Sam Gioia
Updated over a week ago

Accept PayPal payments

Allow your clients to pay via PayPal on your Dubsado invoices.

Written by Sam Gioia
Updated over a week ago

Creating and Sending Invoices

How do I send an invoice?

How to create an invoice and send an invoice

Written by Becca Berg
Updated over a week ago

How to Add Tax to an Invoice

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

Written by Sam Gioia
Updated over a week ago

Preview an Invoice Before Sending

See an invoice exactly as your client will see it.

Written by Sam Gioia
Updated over a week ago

Apply a Discount to an Invoice

Manually add a fixed-amount or percentage-based discount to an invoice.

Written by Sam Gioia
Updated over a week ago

Remove a Discount From an Invoice

Remove a discount from an entire invoice or just a few line items.

Written by Sam Gioia
Updated over a week ago

Multiple Invoices on the Same Project

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

Written by Sam Gioia
Updated over a week ago

Getting Paid

Can my client make a partial payment or deposit on the invoice?

Written by Sam Gioia
Updated over a week ago

How do I send receipts to my client?

Written by Becca Berg
Updated over a week ago

Applying a received payment to invoice

Written by Becca Berg
Updated over a week ago

Apply a refund to an invoice

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

Written by Sam Gioia
Updated over a week ago

Close an invoice

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

Written by Sam Gioia
Updated over a week ago

Invoice Options and Settings

Changing the Invoice Number

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

Written by Becca Berg
Updated over a week ago

Overriding payment options

Written by Becca Berg
Updated over a week ago

Gratuity / Tip Option for Clients

Written by Becca Berg
Updated over a week ago

Payment Plans

Payment plans

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

Written by Sam Gioia
Updated over a week ago

Payment plan examples

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

Written by Sam Gioia
Updated over a week ago

Payment plan due dates and amounts

All the details on setting up due dates and amounts in your payment plans.

Written by Sam Gioia
Updated over a week ago

Automated payment reminders

Automatically email clients when payment is due.

Written by Sam Gioia
Updated over a week ago

Autopay on payment plans

Get paid more reliably on invoices with eligible payment plans.

Written by Sam Gioia
Updated over a week ago

If my client pays an installment, do they still get the payment reminder email?

Written by Becca Berg
Updated over a week ago

Update an invoice with a payment plan

You might need to adjust the payment plan if you make changes to an invoice that already has a payment. Here's how.

Written by Sam Gioia
Updated over a week ago

Recurring Invoices

Recurring invoices vs. payment plans

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

Written by Sam Gioia
Updated over a week ago

Create a recurring invoice

Automatically bill clients on a regular basis for subscription services.

Written by Sam Gioia
Updated over a week ago

Autopay on recurring invoices

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

Written by Sam Gioia
Updated over a week ago

Time Tracker

Time tracker

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

Written by Sam Gioia
Updated over a week ago

Troubleshooting

Help! My invoice is not showing my client's name.

Written by Becca Berg
Updated over a week ago

How long does it take for my money to be transferred to my account?

Written by Sam Gioia
Updated over a week ago