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Legacy Dubsado Articles (Dubsado 2.0)
Payments and Invoicing
Payments and Invoicing
Send an invoice and start getting paid right away
By Becca
1 author
30 articles
Payment processors
Connect a payment processor with Dubsado Payments, Square, or PayPal
How do I edit my country and currency?
Are client’s credit cards saved in Dubsado?
Dubsado and the Code of Conduct for the Credit and Debit Card Industry in Canada
Create invoices
Create an invoice in 2.0
Send an invoice in 2.0
Show the client’s name and address on invoices
Add tax to an invoice in 2.0
Preview an invoice or package in 2.0
Edit or remove an invoice or package in 2.0
View multiple invoices on a project in 2.0
Close an invoice in 2.0
Get paid
Autopay enrollment settings in 2.0
Send transaction receipts to clients
Manually add or delete a payment on an invoice
Log a refund for Legacy Stripe, Square and PayPal transactions
How do I view how clients have paid?
Additional invoice options
Add or delete a discount on invoices in 2.0
Change the invoice number in 2.0
Override the “bill to” name for specific invoices
Accept tips from clients in 2.0
Time tracker
Allow clients to repay
Payment plans
Payment plans in 2.0
Payment plan examples in 2.0
Automated payment reminders in 2.0
Autopay on payment plans in 2.0
Recurring invoices
Recurring invoices vs. payment plans in 2.0
Create a recurring invoice in 2.0
Autopay on recurring invoices in 2.0
