Invoicing and Getting Paid

From invoicing to getting your payment processors all set up!

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

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 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 refunding your client via your payment processor, record that refund on their invoice in Dubsado.

Written by Sam Gioia
Updated over a week ago

How do I send receipts to my cleint?

Written by Becca Berg
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 Schedules

Payment schedules

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

Written by Sam Gioia
Updated over a week ago

Payment schedule examples

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

Written by Sam Gioia
Updated over a week ago

Payment schedule due dates and amounts

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

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

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

Written by Becca Berg
Updated over a week ago

Recurring Invoices

Creating Recurring Invoices

Automatically bill clients on a regular basis for subscription services.

Written by Sam Gioia
Updated over a week ago

Recurring Invoices vs. Payment Schedules

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

Written by Sam Gioia
Updated over a week ago

Setting up auto-deductions on recurring invoices

Allow payments to auto bill clients. Subscription "like" service.

Written by Becca Berg
Updated over a week ago

Time Tracker

How to Use Time Tracker (beta)

Written by Becca Berg
Updated over a week ago

Payment Processors

Connecting PayPal as a Form of Payment

Written by Becca Berg
Updated over a week ago

How to: Accept Credit Cards

Written by Becca Berg
Updated over a week ago

What are the credit card processing fees?

Written by Becca Berg
Updated over a week ago

Credit Card and ACH Transaction Fees

Written by Becca Berg
Updated over a week ago

How to set up ACH as a form of payment for your client

Written by Becca Berg
Updated over a week ago

What banks are currently accepted for your client's ACH/Bank Transfer?

Written by Becca Berg
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 Becca Berg
Updated over a week ago