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

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 this week

Payment plan examples

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

Written by Sam Gioia
Updated this week

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 this week

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

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 this week

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

Creating Recurring Invoices

Automatically bill clients on a regular basis for subscription services.

Written by Sam Gioia
Updated over a week ago

Auto pay on recurring invoices

Allow clients to enroll in automatic payments on recurring invoices.

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 Becca Berg
Updated over a week ago