Creating and Sending Invoices
Send an invoice
How to create an invoice and send an invoice
Written by Becca Berg
Updated over a week ago
Updated over a week ago
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
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
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
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
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
Updated over a week ago
Getting Paid
Autopay enrollment settings

Written by Charis Barg
Updated over a week ago
Updated over a week ago
How do I send receipts to my client?

Written by Becca Berg
Updated over a week ago
Updated over a week ago
Manually apply a payment to an invoice

Written by Charis Barg
Updated over a week ago
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
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
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
Updated over a week ago
Overriding payment options

Written by Becca Berg
Updated over a week ago
Updated over a week ago
Gratuity / Tip Option for Clients

Written by Becca Berg
Updated over a week ago
Updated over a week ago
Help! My invoice is not showing my client's name.

Written by Becca Berg
Updated over a week ago
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 Charis Barg
Updated over a week ago
Updated over a week ago
Payment plan examples
Not sure how to set up a payment plan? Check out these common examples.
Written by Charis Barg
Updated over a week ago
Updated over a week ago
Automated payment reminders
Automatically email clients when payment is due.
Written by Charis Barg
Updated over a week ago
Updated over a week ago
Autopay on payment plans
Get paid more reliably on invoices with eligible payment plans.
Written by Charis Barg
Updated over a week ago
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 Charis Barg
Updated over a week ago
Updated over a week ago
Create a recurring invoice
Automatically bill clients on a regular basis for subscription services.
Written by Charis Barg
Updated over a week ago
Updated over a week ago
Autopay on recurring invoices
Clients can set it and forget it so you get paid on time.
Written by Charis Barg
Updated over a week ago
Updated over a week ago