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Invoicing and Getting Paid
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