Dubsado

Charis Barg

Becca Berg

Sam Gioia

From invoicing to getting your payment processors all set up!

Invoicing and Getting Paid

Connecting a payment processor allows your clients to make a payment right from a Dubsado invoice.

Connect a payment processor with Stripe, Square, or PayPal

Payment Processors

How to create an invoice and send an invoice

Send an invoice

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

Add tax to an invoice

See an invoice exactly as your client will see it.

Preview an Invoice Before Sending

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

Apply a Discount to an Invoice

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

Remove a Discount From an Invoice

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

Multiple Invoices on the Same Project

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

Time tracker

Creating and Sending Invoices

Autopay enrollment settings

How do I send receipts to my client?

Manually apply a payment 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.

Apply a refund to an invoice

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

Close an invoice

Getting Paid

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

Changing the Invoice Number

Overriding payment options

Gratuity / Tip Option for Clients

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

Invoice Options and Settings

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

Payment plans

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

Payment plan examples

Automatically email clients when payment is due.

Automated payment reminders

Get paid more reliably on invoices with eligible payment plans.

Autopay on payment plans

Payment Plans

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

Recurring invoices vs. payment plans

Automatically bill clients on a regular basis for subscription services.

Create a recurring invoice

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

Autopay on recurring invoices

Recurring Invoices

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