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Invoicing and Getting Paid

Invoicing and Getting Paid

From invoicing to getting your payment processors all set up!

Charis Barg avatarSam Gioia avatarBecca Berg avatar
24 articles in this collection
Written by Charis Barg, Sam Gioia and Becca Berg
Payment Processors

Connect a payment processor with Stripe, Square, or PayPal

Connecting a payment processor allows your clients to make a payment right from a Dubsado invoice.
Charis Barg avatar
Written by Charis Barg
Updated over a week ago
Creating and Sending Invoices

Send an invoice

How to create an invoice and send an invoice
Becca Berg avatar
Written by Becca Berg
Updated over a week ago

Add tax to an invoice

Create a tax and add it to a package or invoice line item.
Sam Gioia avatar
Written by Sam Gioia
Updated over a week ago

Preview an Invoice Before Sending

See an invoice exactly as your client will see it.
Sam Gioia avatar
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.
Sam Gioia avatar
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.
Sam Gioia avatar
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.
Sam Gioia avatar
Written by Sam Gioia
Updated over a week ago
Getting Paid

Autopay enrollment settings

Charis Barg avatar
Written by Charis Barg
Updated over a week ago

How do I send receipts to my client?

Becca Berg avatar
Written by Becca Berg
Updated over a week ago

Manually apply a payment to an invoice

Charis Barg avatar
Written by Charis Barg
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.
Sam Gioia avatar
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.
Sam Gioia avatar
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
Becca Berg avatar
Written by Becca Berg
Updated over a week ago

Overriding payment options

Becca Berg avatar
Written by Becca Berg
Updated over a week ago

Gratuity / Tip Option for Clients

Becca Berg avatar
Written by Becca Berg
Updated over a week ago

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

Becca Berg avatar
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.
Charis Barg avatar
Written by Charis Barg
Updated over a week ago

Payment plan examples

Not sure how to set up a payment plan? Check out these common examples.
Charis Barg avatar
Written by Charis Barg
Updated over a week ago

Automated payment reminders

Automatically email clients when payment is due.
Charis Barg avatar
Written by Charis Barg
Updated over a week ago

Autopay on payment plans

Get paid more reliably on invoices with eligible payment plans.
Charis Barg avatar
Written by Charis Barg
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.
Charis Barg avatar
Written by Charis Barg
Updated over a week ago

Create a recurring invoice

Automatically bill clients on a regular basis for subscription services.
Charis Barg avatar
Written by Charis Barg
Updated over a week ago

Autopay on recurring invoices

Clients can set it and forget it so you get paid on time.
Charis Barg avatar
Written by Charis Barg
Updated over a week ago
Time Tracker

Time tracker

Keep track of your billable time and apply it to an invoice with this utility.
Sam Gioia avatar
Written by Sam Gioia
Updated over a week ago