# Dubsado Help Center

> Welcome to Dubsado! How can we help?

## Dubsado 3.0

- [Migrate an existing business into Dubsado](http://help.dubsado.com/en/articles/15920554-migrate-an-existing-business-into-dubsado.md): A step-by-step roadmap for bringing an established business, including your contacts, projects, contracts, and invoices, over from another platform into Dubsado.
- [Getting started guide](http://help.dubsado.com/en/articles/12859083-getting-started-guide.md)
- [What to set up first](http://help.dubsado.com/en/articles/15920559-what-to-set-up-first.md): The handful of connections to set up first, and why each one matters.
- [Collect leads with a form](http://help.dubsado.com/en/articles/12859356-collect-leads-with-a-form.md)
- [Build a proposal or quote](http://help.dubsado.com/en/articles/12859419-build-a-proposal-or-quote.md)
- [Send invoices and get paid](http://help.dubsado.com/en/articles/12859365-send-invoices-and-get-paid.md)
- [Send a contract for e-signature](http://help.dubsado.com/en/articles/12859414-send-a-contract-for-e-signature.md)
- [Navigating Dubsado](http://help.dubsado.com/en/articles/16208387-navigating-dubsado.md): How the Dubsado sidebar works, what lives in it, and how to pin it open.
- [Staying up to date using the Home page](http://help.dubsado.com/en/articles/12855238-staying-up-to-date-using-the-home-page.md)
- [Accessing your settings](http://help.dubsado.com/en/articles/12856164-accessing-your-settings.md)
- [Notification settings & the updates panel](http://help.dubsado.com/en/articles/13493072-notification-settings-the-updates-panel.md)
- [Custom fields](http://help.dubsado.com/en/articles/14363255-custom-fields.md): Collect and store the information relevant to your business using custom fields.
- [Branding settings](http://help.dubsado.com/en/articles/15920689-branding-settings.md): Upload your logo, set your brand color, and update the contact information your clients see on invoices and in the client portal.
- [Choose a brand color](http://help.dubsado.com/en/articles/15920673-choose-a-brand-color.md): Set a brand color in your Styling settings to give your forms, invoices, emails, and scheduler a consistent, on-brand look.
- [Customize your Dubsado URLs](http://help.dubsado.com/en/articles/15920685-customize-your-dubsado-urls.md): Connect a custom domain so invoices, forms, schedulers, and client portal links show your own branded URL instead of hello.dubsado.com.
- [Customize URL metadata](http://help.dubsado.com/en/articles/15920669-customize-url-metadata.md): Set the browser tab title, favicon, and social media preview details that show up whenever you share a client-facing link.
- [Will my clients see any Dubsado logos or branding?](http://help.dubsado.com/en/articles/15920667-will-my-clients-see-any-dubsado-logos-or-branding.md): Learn where Dubsado branding shows up by default on client-facing pages, and how to replace it with your own.
- [What is a team member?](http://help.dubsado.com/en/articles/15920696-what-is-a-team-member.md): What a team member is in Dubsado, the roles you can assign, what team member access does and doesn't include, and how team plan pricing works.
- [Team member roles & permissions](http://help.dubsado.com/en/articles/13492341-team-member-roles-permissions.md)
- [Team member notification settings](http://help.dubsado.com/en/articles/15920658-team-member-notification-settings.md): How you and your team can manage which Dubsado notifications you receive, and where.
- [Invite a team member to join your workspace](http://help.dubsado.com/en/articles/15920692-invite-a-team-member-to-join-your-workspace.md): How to invite a team member to your workspace, choose their role, walk them through accepting the invite, and edit or remove a team member later.
- [I invited a team member but they didn't receive an email](http://help.dubsado.com/en/articles/15920679-i-invited-a-team-member-but-they-didn-t-receive-an-email.md): What to do when a team member you invited never got the invitation email, including how to fix a wrong email address and how they can find the invite by logging in.
- [Add an additional workspace](http://help.dubsado.com/en/articles/15920479-add-an-additional-workspace.md): How to create an additional workspace on your Dubsado account and subscribe it to a paid plan.
- [Manage multiple workspaces](http://help.dubsado.com/en/articles/15920663-manage-multiple-workspaces.md): Best practices for keeping each workspace organized and switching between them smoothly.
- [Delete a workspace](http://help.dubsado.com/en/articles/15920661-delete-a-workspace.md): Our team can delete an additional workspace for you if it is no longer needed.
- [Login settings](http://help.dubsado.com/en/articles/15920683-login-settings.md): Change your name, login email, or password, and control whether you're BCC'd on every outgoing email.
- [Sign in with Google single sign-on \(SSO\)](http://help.dubsado.com/en/articles/15920676-sign-in-with-google-single-sign-on-sso.md): Log in to Dubsado with your Google account instead of an email and password, and manage switching between the two.
- [The Projects page](http://help.dubsado.com/en/articles/12856226-the-projects-page.md)
- [Creating projects](http://help.dubsado.com/en/articles/11402636-creating-projects.md)
- [Navigation within a project](http://help.dubsado.com/en/articles/10896218-navigation-within-a-project.md)
- [Set a project date](http://help.dubsado.com/en/articles/15920564-set-a-project-date.md): Set a date for your project so Dubsado can put it on your calendar and time your automations around it.
- [Project statuses](http://help.dubsado.com/en/articles/13554205-project-statuses.md)
- [Project tags](http://help.dubsado.com/en/articles/13554412-project-tags.md)
- [Action items and suggestions](http://help.dubsado.com/en/articles/14237930-action-items-and-suggestions.md)
- [Exporting project data](http://help.dubsado.com/en/articles/15920571-exporting-project-data.md): Export your projects to a CSV file with project details, invoice totals, client information, and custom fields.
- [Archive or delete a project](http://help.dubsado.com/en/articles/15920569-archive-or-delete-a-project.md): What archiving and deleting a project do differently, and how to do each one.
- [What is a contact?](http://help.dubsado.com/en/articles/15920588-what-is-a-contact.md): What a contact is in Dubsado, how it relates to your projects, and how alternate contacts work.
- [Managing your contact list](http://help.dubsado.com/en/articles/12856750-managing-your-contact-list.md)
- [Bulk import or export your contact list](http://help.dubsado.com/en/articles/15920585-bulk-import-or-export-your-contact-list.md): Import a list of contacts into Dubsado from a CSV file, or export your existing contacts to a CSV.
- [What are client portals?](http://help.dubsado.com/en/articles/15920587-what-are-client-portals.md): An overview of client portals in Dubsado, what they're for, and how to decide whether your business needs one.
- [Activate or deactivate client portals](http://help.dubsado.com/en/articles/15920580-activate-or-deactivate-client-portals.md): How to turn a contact's portal on or off, set an optional portal password, automate activation with a flow, and share the portal once it's active.
- [Share the client portal](http://help.dubsado.com/en/articles/15920579-share-the-client-portal.md)
- [Customize the client portal](http://help.dubsado.com/en/articles/15920590-customize-the-client-portal.md): Set a welcome message, rename the Projects tab, add a portal-specific logo and banner, and choose the colors your clients see in their client portal.
- [Client portal banner images](http://help.dubsado.com/en/articles/15920574-client-portal-banner-images.md): Add a custom banner image to your client portals, or set a personalized banner for a specific client.
- [Add an external link to a client portal](http://help.dubsado.com/en/articles/15920583-add-an-external-link-to-a-client-portal.md): Add an outside link, like a photo gallery or Dropbox folder, to a project so your client can access it from their client portal.
- [What gets synced to my client's portal?](http://help.dubsado.com/en/articles/15920575-what-gets-synced-to-my-client-s-portal.md): A categorized list of what syncs to your client's portal automatically, what syncs after you send it, and what never appears.
- [Client portal login errors](http://help.dubsado.com/en/articles/15920572-client-portal-login-errors.md): What causes the two most common client portal login errors, and how to fix each one from a contact's project or contact record.
- [Project reports & project sources](http://help.dubsado.com/en/articles/13466637-project-reports-project-sources.md)
- [Finance reports](http://help.dubsado.com/en/articles/16208391-finance-reports.md): Where to find Finance reports and what each number on the page means.
- [Chart of accounts](http://help.dubsado.com/en/articles/13456607-chart-of-accounts.md)
- [Dubsado email integration basics](http://help.dubsado.com/en/articles/15811790-dubsado-email-integration-basics.md): Connect your email account with Dubsado to send outgoing emails from your own email address and see client replies inside your projects.
- [Connect your email account with Google](http://help.dubsado.com/en/articles/15811785-connect-your-email-account-with-google.md): How to connect a Google or Google Workspace email account to Dubsado so you can send and receive client emails from your own address.
- [Connect your email account with Microsoft](http://help.dubsado.com/en/articles/15811786-connect-your-email-account-with-microsoft.md): How to connect a Microsoft email account \(Outlook, Office 365, Hotmail, Live\) to Dubsado to send and receive emails.
- [Connect your email account with SMTP](http://help.dubsado.com/en/articles/15811787-connect-your-email-account-with-smtp.md): How to connect a non-Google, non-Microsoft email account to Dubsado using SMTP, set up email forwarding to see client replies, and configure SPF and DKIM for deliverability.
- [SMTP server names and port numbers](http://help.dubsado.com/en/articles/15811799-smtp-server-names-and-port-numbers.md): Reference table of SMTP server hostnames and port numbers for common email providers used with Dubsado's SMTP connection.
- [Troubleshoot your Microsoft email connection](http://help.dubsado.com/en/articles/15811802-troubleshoot-your-microsoft-email-connection.md): Fixes for common Microsoft email connection errors in Dubsado, including two-step verification errors, GoDaddy-hosted mailboxes, and incoming email forwarding for Exchange Online users.
- [Troubleshoot your SMTP email connection](http://help.dubsado.com/en/articles/15811803-troubleshoot-your-smtp-email-connection.md)
- [Prevent emails from going to spam](http://help.dubsado.com/en/articles/15811796-prevent-emails-from-going-to-spam.md): Ten tips to help your emails reach your clients' inboxes and avoid spam filters.
- [Improve email deliverability with DKIM and SPF records](http://help.dubsado.com/en/articles/15811792-improve-email-deliverability-with-dkim-and-spf-records.md): Overview of DKIM and SPF records and how they improve email deliverability for Dubsado users with custom domain emails.
- [Set up DKIM with your domain host](http://help.dubsado.com/en/articles/15811798-set-up-dkim-with-your-domain-host.md): How to generate a DKIM key in Dubsado, add it to your domain host's DNS settings, and verify the connection.
- [DMARC records for Microsoft email accounts](http://help.dubsado.com/en/articles/15811789-dmarc-records-for-microsoft-email-accounts.md): How to set up a DMARC record to improve email deliverability for Microsoft email accounts
- [SPF records](http://help.dubsado.com/en/articles/15811801-spf-records.md): How SPF records work in Dubsado, what each verification status means, and how to set one up for your custom domain email.
- [Merge multiple SPF records](http://help.dubsado.com/en/articles/15811794-merge-multiple-spf-records.md): How to combine multiple SPF records into one when your domain host can only hold a single SPF record.
- [Invalid SPF records](http://help.dubsado.com/en/articles/15811793-invalid-spf-records.md): Explains the error messages Dubsado shows when an SPF record check fails, and how to resolve each one.
- [SPF record could not be verified](http://help.dubsado.com/en/articles/15811800-spf-record-could-not-be-verified.md): Troubleshooting guide for the "SPF record could not be verified" warning in Dubsado email settings, including how to create an SPF TXT record with common domain hosts.
- [Dubsado inbox](http://help.dubsado.com/en/articles/15811791-dubsado-inbox.md): How to use the Messages inbox to manage client email threads in Dubsado.
- [Schedule an email to send later](http://help.dubsado.com/en/articles/15811797-schedule-an-email-to-send-later.md): Schedule an email to go out at a later date and time, straight from the email composer.
- [Why a client's reply started a new thread](http://help.dubsado.com/en/articles/15811972-why-a-client-s-reply-started-a-new-thread.md): What to do when a client's reply lands as a new, unassigned thread instead of attaching to the original conversation.
- [Create and manage email templates](http://help.dubsado.com/en/articles/15811788-create-and-manage-email-templates.md): Build a library of reusable email templates to send manually or use in flows.
- [Using email templates](http://help.dubsado.com/en/articles/15811804-using-email-templates.md): How to open the email composer from a project and apply an email template to send to a client.
- [Personalize your email templates with smart fields](http://help.dubsado.com/en/articles/15811795-personalize-your-email-templates-with-smart-fields.md): Use smart fields to automatically fill in client names, project details, invoice totals, and other information when sending email templates.
- [Using smart field links in email templates](http://help.dubsado.com/en/articles/14363253-using-smart-field-links-in-email-templates.md): Use smart field link tokens in email templates to automatically generate buttons linking clients to forms, contracts, invoices, portals, and schedulers.
- [Send multiple Dubsado links in one email](http://help.dubsado.com/en/articles/14363243-send-multiple-dubsado-links-in-one-email.md): How to include multiple form, invoice, contract, and scheduler links in a single email sent through a project.
- [Add an external attachment to an email](http://help.dubsado.com/en/articles/15811782-add-an-external-attachment-to-an-email.md)
- [Adding external links to your emails](http://help.dubsado.com/en/articles/15811783-adding-external-links-to-your-emails.md): How to insert clickable text links, button links, and image links pointing to external URLs in the Dubsado email editor.
- [Add an email signature](http://help.dubsado.com/en/articles/15811780-add-an-email-signature.md): Set up your email signature once at the workspace level, style it with an image or custom HTML, and insert it into your email templates with a smart field.
- [Change the button text](http://help.dubsado.com/en/articles/15811784-change-the-button-text.md)
- [Creating and managing tasks](http://help.dubsado.com/en/articles/15920560-creating-and-managing-tasks.md): How to create, assign, view, and manage tasks in Dubsado, and where they show up across your workspace.
- [Using task boards](http://help.dubsado.com/en/articles/15920562-using-task-boards.md): How to create, organize, and share task boards to visually manage your work and collaborate with clients.
- [Using the Dubsado Calendar](http://help.dubsado.com/en/articles/12857182-using-the-dubsado-calendar.md)
- [Connect an external calendar](http://help.dubsado.com/en/articles/15546566-connect-an-external-calendar.md): How to connect an external calendar account \(Google, iCloud, Microsoft\) to Dubsado using Cronofy, and manage synced calendars.
- [Manage import and export for calendar events](http://help.dubsado.com/en/articles/15546567-manage-import-and-export-for-calendar-events.md): How to configure which external calendars import events into Dubsado and which export Dubsado events to your external calendar.
- [Intro to scheduling in Dubsado](http://help.dubsado.com/en/articles/15546565-intro-to-scheduling-in-dubsado.md): Overview of the Dubsado scheduler: how scheduler templates work, ways to share them, and what happens when a client books.
- [Creating a scheduler template](http://help.dubsado.com/en/articles/15546570-creating-a-scheduler-template.md): How to create a scheduler template and configure the basic settings, including appointment details, availability, and booking page options.
- [Advanced scheduler settings](http://help.dubsado.com/en/articles/15546571-advanced-scheduler-settings.md): Fine-tune your scheduler with settings that control booking limits, buffer time, required payments, automated reminders, and more.
- [Duplicate or delete a scheduler template](http://help.dubsado.com/en/articles/15555894-duplicate-or-delete-a-scheduler-template.md): Reuse an existing scheduler template as a starting point for a new one, or remove a template you no longer need — and what happens to booked appointments when you delete one.
- [Scheduler shows unavailable during times that should be available to book](http://help.dubsado.com/en/articles/15001144-scheduler-shows-unavailable-during-times-that-should-be-available-to-book.md): Troubleshoot a scheduler that's blocking time slots you expected to be open for booking.
- [Scheduler intervals and buffers](http://help.dubsado.com/en/articles/15546572-scheduler-intervals-and-buffers.md): Control booking lead time, time slot frequency, buffer gaps, and appointment limits in your scheduler template.
- [Date conflicts setting](http://help.dubsado.com/en/articles/15546578-date-conflicts-setting.md): Use the date conflicts setting to check for calendar conflicts before approving new project dates.
- [Connect video conferencing](http://help.dubsado.com/en/articles/15546568-connect-video-conferencing.md): Connect a video conferencing app to automatically generate meeting links for scheduled appointments.
- [Adding video conferencing to a scheduler template](http://help.dubsado.com/en/articles/15546569-adding-video-conferencing-to-a-scheduler-template.md): How to enable automatic video conferencing link generation on scheduler templates, and how to include the conferencing link in confirmation and reminder emails.
- [Add a form to a scheduler](http://help.dubsado.com/en/articles/14363208-add-a-form-to-a-scheduler.md)
- [Prevent clients from rescheduling appointments](http://help.dubsado.com/en/articles/14492397-prevent-clients-from-rescheduling-appointments.md)
- [Schedule appointments for clients](http://help.dubsado.com/en/articles/15546576-schedule-appointments-for-clients.md): How to book an appointment on behalf of a client, invite them to choose their own time, or make a scheduler available in their client portal from within a project.
- [Allow clients to apply a discount on schedulers](http://help.dubsado.com/en/articles/15546579-allow-clients-to-apply-a-discount-on-schedulers.md): How to allow clients to enter a discount code on the invoice created by a scheduler with a required deposit.
- [Customizing the appointment confirmation email](http://help.dubsado.com/en/articles/15546580-customizing-the-appointment-confirmation-email.md): How to customize the default appointment confirmation email or select a custom template for each scheduler.
- [Creating and sharing scheduler groups](http://help.dubsado.com/en/articles/15546574-creating-and-sharing-scheduler-groups.md): Create scheduler groups to offer multiple appointment types in one link, and share them via embed, direct link, or project invite.
- [Public vs. project scheduler sharing](http://help.dubsado.com/en/articles/15546575-public-vs-project-scheduler-sharing.md)
- [Embedding a Dubsado scheduler on your website](http://help.dubsado.com/en/articles/15546577-embedding-a-dubsado-scheduler-on-your-website.md): How to share a scheduler publicly using a direct link or embed code for your website.
- [Using the scheduler redirect URL setting](http://help.dubsado.com/en/articles/15546582-using-the-scheduler-redirect-url-setting.md): Redirect clients to an external web page after they book an appointment through a Dubsado scheduler.
- [Connect a payment processor with Dubsado Payments, Square, or PayPal](http://help.dubsado.com/en/articles/15920623-connect-a-payment-processor-with-dubsado-payments-square-or-paypal.md): How to connect Dubsado Payments, Square, or PayPal to Dubsado so clients can pay invoices, plus a comparison of processor capabilities.
- [Pricing your services to account for processing fees](http://help.dubsado.com/en/articles/15920712-pricing-your-services-to-account-for-processing-fees.md): Learn how to price your services to account for credit card processing fees, as an alternative to surcharging your clients directly.
- [How do I edit my country and currency?](http://help.dubsado.com/en/articles/15920605-how-do-i-edit-my-country-and-currency.md): How to edit your country and currency in Dubsado, and what to do if your preferred currency isn't in the dropdown.
- [Create an invoice](http://help.dubsado.com/en/articles/15000574-create-an-invoice.md): How to manually create an invoice in a project or from the Invoicing page.
- [Send an invoice](http://help.dubsado.com/en/articles/15000583-send-an-invoice.md): How to send an invoice to a client via email, copy the invoice link, or download it as a PDF.
- [Close an invoice](http://help.dubsado.com/en/articles/15000572-close-an-invoice.md): Close an invoice to mark its remaining balance as uncollectible, or reopen a closed invoice when you need to.
- [View and manage multiple invoices on a project](http://help.dubsado.com/en/articles/15000585-view-and-manage-multiple-invoices-on-a-project.md): How to view, add, and set a primary invoice when a project has multiple invoices.
- [Change the invoice number](http://help.dubsado.com/en/articles/15000571-change-the-invoice-number.md): How to change the invoice number on an existing invoice, and how Dubsado handles sequential numbering and duplicates.
- [Accept tips from clients](http://help.dubsado.com/en/articles/15000560-accept-tips-from-clients.md)
- [Time tracking](http://help.dubsado.com/en/articles/15920706-time-tracking.md): Log billable hours with time tracking and apply entries to client invoices.
- [Managing manual payments](http://help.dubsado.com/en/articles/15920709-managing-manual-payments.md): How to log a manual payment on an invoice for payments you received outside Dubsado, and how to edit or delete a manual payment afterward.
- [Send transaction receipts to clients](http://help.dubsado.com/en/articles/15920698-send-transaction-receipts-to-clients.md): Learn how to provide transaction receipts to your contacts using the Dubsado invoice as the receipt document.
- [Log a refund for Square or PayPal transactions](http://help.dubsado.com/en/articles/15920701-log-a-refund-for-square-or-paypal-transactions.md): How to manually log a refund on an invoice for Square or PayPal transactions.
- [Allow contacts to repay](http://help.dubsado.com/en/articles/15920704-allow-contacts-to-repay.md): How the Allow client to repay this amount checkbox affects an invoice's remaining balance after a refund, and how to change it before or after the refund is created.
- [How to create packages](http://help.dubsado.com/en/articles/15000577-how-to-create-packages.md): Create package templates to save commonly used groups of line items for quick invoice building and proposal selection.
- [Edit or delete an invoice or package](http://help.dubsado.com/en/articles/15000576-edit-or-delete-an-invoice-or-package.md): How to edit or delete an existing invoice on a project, or edit or delete a package template in Invoicing.
- [Preview an invoice or package](http://help.dubsado.com/en/articles/15000581-preview-an-invoice-or-package.md): See how an invoice or package looks from your client's perspective before sending it.
- [Create a recurring invoice](http://help.dubsado.com/en/articles/15000573-create-a-recurring-invoice.md): Set up a recurring invoice to automatically bill clients at regular intervals for subscription services.
- [Recurring invoices vs. payment plans](http://help.dubsado.com/en/articles/15000582-recurring-invoices-vs-payment-plans.md): Learn the difference between recurring invoices and payment plans so you can choose the right invoicing method for each client.
- [Payment plans](http://help.dubsado.com/en/articles/15000580-payment-plans.md): Break invoices into installments with due dates, automated reminders, and optional autopay using payment plan templates or one-off configurations.
- [Payment plan examples](http://help.dubsado.com/en/articles/15000579-payment-plan-examples.md): Common payment plan setups in Dubsado, including pay in full, initial deposit, equal payments, and milestone-based plans.
- [Automated payment reminders](http://help.dubsado.com/en/articles/15000565-automated-payment-reminders.md): Add automated payment reminder emails to payment plan installments so contacts are notified when a payment is due.
- [Autopay enrollment settings](http://help.dubsado.com/en/articles/15000566-autopay-enrollment-settings.md): Set a default autopay setting for your workspace so eligible invoices and recurring invoices follow the same rules without per-invoice setup.
- [Autopay on payment plans](http://help.dubsado.com/en/articles/15000567-autopay-on-payment-plans.md): How autopay works with payment plan installments, including eligibility, the workspace setting, per-plan overrides, and what cancels autopay enrollment.
- [Autopay on recurring invoices](http://help.dubsado.com/en/articles/15000568-autopay-on-recurring-invoices.md)
- [Add or remove a discount on an invoice](http://help.dubsado.com/en/articles/15000562-add-or-remove-a-discount-on-an-invoice.md): How to apply or remove a discount on an invoice, including how to exclude specific line items from a percentage discount.
- [Create or delete a discount template](http://help.dubsado.com/en/articles/15000575-create-or-delete-a-discount-template.md): Create discount templates for applying to invoices and offering discount codes to clients via proposals and schedulers.
- [Add tax to an invoice](http://help.dubsado.com/en/articles/15000563-add-tax-to-an-invoice.md): Create tax items and apply them to invoice and package line items to track the tax you collect.
- [Bookkeeping in Dubsado](http://help.dubsado.com/en/articles/15000569-bookkeeping-in-dubsado.md): An overview of Dubsado's built-in bookkeeping tools, including invoices, transactions, chart of accounts, and finance reports.
- [Income categories](http://help.dubsado.com/en/articles/15000578-income-categories.md): Create and manage income categories to track how much you earn in each category when clients pay your invoices.
- [Tracking your expenses](http://help.dubsado.com/en/articles/15000584-tracking-your-expenses.md): Record business and project-related expenses on the Transactions page and manage expense categories on the Chart of Accounts.
- [Intro to Dubsado forms](http://help.dubsado.com/en/articles/14363231-intro-to-dubsado-forms.md): Overview of Dubsado form types, form templates, and how to manage forms across your workspace.
- [Easy Form Creation Tool](http://help.dubsado.com/en/articles/14828702-easy-form-creation-tool.md)
- [Form builder overview](http://help.dubsado.com/en/articles/14363215-form-builder-overview.md): Overview of Dubsado's form builder interface, including settings, styling, sharing options, and text formatting tools.
- [Form elements](http://help.dubsado.com/en/articles/14363225-form-elements.md): A guide to all form elements available in Dubsado's form builder, including general elements and form type-specific elements.
- [Map a form field](http://help.dubsado.com/en/articles/14363232-map-a-form-field.md): Set up short answer and date select fields on forms to capture information and store it in client or project fields.
- [Personalize form templates with smart fields](http://help.dubsado.com/en/articles/14363236-personalize-form-templates-with-smart-fields.md): Autofill client and project details on your forms using smart fields.
- [Organize content with containers](http://help.dubsado.com/en/articles/14363233-organize-content-with-containers.md): Create layouts with columns, background colors, images, and full-width visuals using containers in the form builder.
- [Add a project tracking element to your forms](http://help.dubsado.com/en/articles/14426380-add-a-project-tracking-element-to-your-forms.md): Add a project tracking element to a form so clients can select how they heard about you, automatically tagging the project with a source.
- [Insert a hyperlink on a form](http://help.dubsado.com/en/articles/14363229-insert-a-hyperlink-on-a-form.md)
- [Client file uploader](http://help.dubsado.com/en/articles/14363216-client-file-uploader.md): How to use the file uploader form element to collect files from clients on questionnaires, proposals, or lead capture forms.
- [Add custom code to a Dubsado form](http://help.dubsado.com/en/articles/14426390-add-custom-code-to-a-dubsado-form.md): Use custom code to style your form and add unique content.
- [CSS cheat sheet for Dubsado forms](http://help.dubsado.com/en/articles/14363222-css-cheat-sheet-for-dubsado-forms.md): Reference guide for supported CSS selectors on Dubsado forms, including typography, form fields, proposals, and footer elements.
- [Send a contract](http://help.dubsado.com/en/articles/14363240-send-a-contract.md): How to add a contract to a project, customize it, and send it to a client for e-signature.
- [Send a proposal, questionnaire, or sub-agreement](http://help.dubsado.com/en/articles/14426388-send-a-proposal-questionnaire-or-sub-agreement.md): How to add a form to a project and send it to a client by email, copy link, or portal, plus how to edit a form before sending and view client responses.
- [Connect a contract and invoice to a proposal](http://help.dubsado.com/en/articles/14426383-connect-a-contract-and-invoice-to-a-proposal.md): How to attach a contract and invoice to a proposal so clients can choose packages, sign, and pay in one flow.
- [Adding a form to the client portal](http://help.dubsado.com/en/articles/14363211-adding-a-form-to-the-client-portal.md): How to add a form to the client portal without sending an email, using the Apply to portal option in the Share dropdown.
- [Create a one-time form inside a project](http://help.dubsado.com/en/articles/14363220-create-a-one-time-form-inside-a-project.md): Create a new questionnaire, sub-agreement, contract, or proposal from scratch within a specific project.
- [Customize the form completion message](http://help.dubsado.com/en/articles/14363223-customize-the-form-completion-message.md): Customize the pop-up message that appears when your client completes a form.
- [Password protect a form](http://help.dubsado.com/en/articles/14363235-password-protect-a-form.md): Require clients to log in to their client portal before viewing a password-protected form.
- [Set an expiration date on a form](http://help.dubsado.com/en/articles/14363244-set-an-expiration-date-on-a-form.md): Remind clients to complete forms on time and prevent late submissions.
- [Copy a form template to another workspace](http://help.dubsado.com/en/articles/14363218-copy-a-form-template-to-another-workspace.md)
- [Using form response summaries](http://help.dubsado.com/en/articles/13709402-using-form-response-summaries.md)
- [Create a lead capture form](http://help.dubsado.com/en/articles/14426386-create-a-lead-capture-form.md): Build and configure a lead capture form to automatically create contacts and projects when leads submit the form.
- [Share a lead capture form](http://help.dubsado.com/en/articles/14363246-share-a-lead-capture-form.md): Embed your lead capture form on your website or share a direct link with potential clients.
- [How to start a flow from your lead capture form](http://help.dubsado.com/en/articles/14363228-how-to-start-a-flow-from-your-lead-capture-form.md): Start a flow automatically when a lead capture form is submitted using the default flow setting or a flow form element.
- [Troubleshoot lead capture forms](http://help.dubsado.com/en/articles/14363247-troubleshoot-lead-capture-forms.md)
- [Build a proposal](http://help.dubsado.com/en/articles/14426389-build-a-proposal.md): How to build a proposal in the form builder, add packages, configure proposal and invoice settings, and customize the design.
- [How to set up a public proposal](http://help.dubsado.com/en/articles/14363226-how-to-set-up-a-public-proposal.md): Configure a proposal as a public form so clients can select services and create projects automatically from your website or a shared link.
- [Require a package on a proposal](http://help.dubsado.com/en/articles/14363239-require-a-package-on-a-proposal.md): How to pre-select a package on a proposal and remove the Select button so clients cannot deselect it.
- [Allow clients to apply a discount on proposals](http://help.dubsado.com/en/articles/14363212-allow-clients-to-apply-a-discount-on-proposals.md): How to enable discount codes on a proposal so clients can apply a discount when they receive the invoice.
- [Build a contract or sub-agreement template](http://help.dubsado.com/en/articles/14426382-build-a-contract-or-sub-agreement-template.md): How to create a reusable contract or sub-agreement template in the form builder, including signature fields, initial fields, smart fields, and countersignatures.
- [Contracts vs sub-agreements](http://help.dubsado.com/en/articles/14426385-contracts-vs-sub-agreements.md): The main differences between a contract and sub-agreement, including when to use each one.
- [Autofill invoice details in a contract](http://help.dubsado.com/en/articles/14426381-autofill-invoice-details-in-a-contract.md): How to use invoice smart fields to automatically display invoice totals, package names, and payment plan breakdowns in a contract.
- [Countersign a contract or sub-agreement](http://help.dubsado.com/en/articles/14363219-countersign-a-contract-or-sub-agreement.md): How to add your countersignature to a contract or sub-agreement after your client signs.
- [Add signature and initial fields to your contract](http://help.dubsado.com/en/articles/14363209-add-signature-and-initial-fields-to-your-contract.md): How to add signature and initials fields to contracts and sub-agreements in the Dubsado form builder
- [Upload a PDF as a form template](http://help.dubsado.com/en/articles/14363249-upload-a-pdf-as-a-form-template.md): Upload a PDF as a read-only form template to share with clients through projects and flows.
- [Upload a PDF of a signed contract](http://help.dubsado.com/en/articles/14363250-upload-a-pdf-of-a-signed-contract.md): Upload a PDF of a signed contract from another system into a client's project.
- [Upload a PDF to a project or contact](http://help.dubsado.com/en/articles/14363252-upload-a-pdf-to-a-project-or-contact.md): Upload a custom PDF directly to a client's project or contact record as a read-only form.
- [Before building flows](http://help.dubsado.com/en/articles/15001141-before-building-flows.md): Prepare for building flows by planning your client process, creating your templates, and testing manually.
- [Writing out your process](http://help.dubsado.com/en/articles/15001142-writing-out-your-process.md): A detailed process outline is the foundation for building effective flows.
- [Create a flow template](http://help.dubsado.com/en/articles/15668755-create-a-flow-template.md): Learn the basics of creating flow templates to automate your client process with actions and triggers.
- [Controlling flow automation with approval and tasks](http://help.dubsado.com/en/articles/15668754-controlling-flow-automation-with-approval-and-tasks.md): Add manual control to your flows by requiring approval on actions and creating tasks as checkpoints.
- [Flows with payment plans](http://help.dubsado.com/en/articles/15668767-flows-with-payment-plans.md): Best practices and rules for using payment plans within flows to trigger actions based on installment payments.
- [Setting active hours in flows](http://help.dubsado.com/en/articles/15668769-setting-active-hours-in-flows.md): Control when flow actions fire automatically by configuring active hours
- [Flow actions](http://help.dubsado.com/en/articles/15668756-flow-actions.md): Reference for all available flow actions including configuration options, example uses, and common errors.
- [Flow triggers: general](http://help.dubsado.com/en/articles/15668762-flow-triggers-general.md): How to use the general-purpose flow triggers — after this flow starts and after all previous actions are completed.
- [Flow triggers: relative vs fixed dates](http://help.dubsado.com/en/articles/15668765-flow-triggers-relative-vs-fixed-dates.md): How to choose the correct type of trigger for your flow actions.
- [Flow triggers: client progress](http://help.dubsado.com/en/articles/15668761-flow-triggers-client-progress.md): Trigger flow actions based on client progress, including form completion, contract signing, and invoice payments.
- [Flow triggers: project dates](http://help.dubsado.com/en/articles/15668763-flow-triggers-project-dates.md): Automate flow actions before and after project start and end dates.
- [Apply a flow to a project](http://help.dubsado.com/en/articles/15668753-apply-a-flow-to-a-project.md): Learn the different methods for applying and starting a flow on a project, including manually from the Flows app or a flow template, automatically from a lead capture form, and from another flow.
- [Start a flow from a public scheduler](http://help.dubsado.com/en/articles/15001143-start-a-flow-from-a-public-scheduler.md): Set up a flow that automates your client journey after they book an appointment through a public scheduler.
- [Send a scheduler in a flow](http://help.dubsado.com/en/articles/15546581-send-a-scheduler-in-a-flow.md): How to add a Send scheduler action to a flow so clients receive a scheduling request automatically.
- [Managing your flows](http://help.dubsado.com/en/articles/15668768-managing-your-flows.md): Pause, resume, force, skip, approve, and edit actions in a flow running on a project, and delete a flow from a project.
- [Flow overview and progress tracking](http://help.dubsado.com/en/articles/15668760-flow-overview-and-progress-tracking.md): How to view flow progress, check action statuses, and manage individual actions within an active flow
- [Flow errors](http://help.dubsado.com/en/articles/15668757-flow-errors.md): Common flow errors and how to resolve them.
- [Notetaker](http://help.dubsado.com/en/articles/15453877-notetaker.md)
- [Keyboard shortcuts](http://help.dubsado.com/en/articles/16208388-keyboard-shortcuts.md): Keyboard shortcuts for search, quick creation, navigation, and the details panel.
- [Smart field reference guide](http://help.dubsado.com/en/articles/14426870-smart-field-reference-guide.md): A comprehensive list of every smart field in Dubsado, organized by category.
- [Taking bulk actions](http://help.dubsado.com/en/articles/14189991-taking-bulk-actions.md)
- [Template tagging and template archiving](http://help.dubsado.com/en/articles/14744200-template-tagging-and-template-archiving.md)
- [Connect with Dubsado Payments](http://help.dubsado.com/en/articles/15920230-connect-with-dubsado-payments.md): How to connect Dubsado Payments, complete Stripe's onboarding, and read your connection status.
- [Select or edit your business type](http://help.dubsado.com/en/articles/15920557-select-or-edit-your-business-type.md): What the Type of business field means during Dubsado Payments onboarding, how to choose between Individual and Company, and how to change it later.
- [Dubsado Payments Capital](http://help.dubsado.com/en/articles/15920613-dubsado-payments-capital.md): Fast, flexible business financing
- [Different payment methods and their costs](http://help.dubsado.com/en/articles/15920615-different-payment-methods-and-their-costs.md): A comparison of credit card and ACH payments through Dubsado Payments, including availability, transaction limits, settlement time, and processing fees.
- [Accepting credit card payments with Dubsado Payments](http://help.dubsado.com/en/articles/15920646-accepting-credit-card-payments-with-dubsado-payments.md): How card types, transaction limits, and payout speeds work when you accept credit card payments through Dubsado Payments.
- [Accepting US bank \(ACH\) payments with Dubsado Payments](http://help.dubsado.com/en/articles/15920630-accepting-us-bank-ach-payments-with-dubsado-payments.md): How ACH payments work with Dubsado Payments, including transaction limits, fees, disputes, payout speeds, and refunds.
- [Dubsado Payments processing fees](http://help.dubsado.com/en/articles/15920643-dubsado-payments-processing-fees.md): Per-country fee schedules for processing payments through Dubsado Payments, including card, ACH, dispute, and Instant Payouts fees.
- [Using Link with Dubsado Payments](http://help.dubsado.com/en/articles/15920654-using-link-with-dubsado-payments.md): How the Stripe Link one-click checkout experience works for your clients when you're connected with Dubsado Payments, including creating a Link account and completing a payment.
- [International payments with Dubsado Payments](http://help.dubsado.com/en/articles/15920649-international-payments-with-dubsado-payments.md): How currency conversion works when your Dubsado Payments clients pay in a different currency than your domestic currency.
- [What is surcharging?](http://help.dubsado.com/en/articles/15000586-what-is-surcharging.md): Learn how surcharging works with Dubsado Payments, including eligibility, setup, compliance, transaction receipts, and refunds.
- [Accepting payments with Affirm](http://help.dubsado.com/en/articles/15920612-accepting-payments-with-affirm.md): How Affirm buy now, pay later works with Dubsado Payments, including eligibility, pricing, and how to enable it.
- [Accepting payments with Klarna](http://help.dubsado.com/en/articles/15920635-accepting-payments-with-klarna.md)
- [Affirm blocked business categories](http://help.dubsado.com/en/articles/15920610-affirm-blocked-business-categories.md): A reference list of the merchant category codes that Stripe blocks from accepting Affirm payments.
- [Manage payments with Dubsado Payments](http://help.dubsado.com/en/articles/15920626-manage-payments-with-dubsado-payments.md): Overview of how Dubsado Payments works, including supported countries, accepted payment methods, processing fees, and what happens when you need to delete or reverse a payment.
- [Issue a refund through Dubsado Payments](http://help.dubsado.com/en/articles/15920608-issue-a-refund-through-dubsado-payments.md): How to issue a full or partial refund through Dubsado Payments from within Dubsado, including the confirmation step and what to expect after.
- [Disputes when using Dubsado Payments](http://help.dubsado.com/en/articles/15920652-disputes-when-using-dubsado-payments.md): Explains the chargeback/dispute process for Dubsado Payments users, including how to challenge or accept a dispute through Stripe.
- [Transaction receipts](http://help.dubsado.com/en/articles/15920616-transaction-receipts.md): How Dubsado Payments automatically emails a transaction receipt to a client after each payment, including what appears on the receipt and how to avoid duplicate receipts from Stripe.
- [Why did my client's payment fail?](http://help.dubsado.com/en/articles/15920620-why-did-my-client-s-payment-fail.md): Explains why a client's payment may fail \(declined or blocked by Stripe/card network\) and what to do about it, including the failed-autopay state in Dubsado.
- [Manage payouts with Dubsado Payments](http://help.dubsado.com/en/articles/15920632-manage-payouts-with-dubsado-payments.md): How Stripe manages payout timing, schedule, speed, bank accounts, and payout thresholds for Dubsado Payments users.
- [Instant Payouts with Dubsado Payments](http://help.dubsado.com/en/articles/15920638-instant-payouts-with-dubsado-payments.md): How to use Stripe instant payouts to access your Dubsado Payments balance immediately, including eligibility, fees, daily limits, and managing payout methods via the Stripe Dashboard.
- [Payouts that are missing, changed, postponed, or failed](http://help.dubsado.com/en/articles/15920607-payouts-that-are-missing-changed-postponed-or-failed.md): What to do if a Stripe payout is missing, changed, postponed, or has failed, including how to resolve a failed payout from your Stripe Dashboard.
- [Connect your QuickBooks Online account](http://help.dubsado.com/en/articles/15920231-connect-your-quickbooks-online-account.md): How to connect your QuickBooks Online account to Dubsado and configure invoice and payment syncing.
- [QuickBooks and tax in Dubsado](http://help.dubsado.com/en/articles/15920595-quickbooks-and-tax-in-dubsado.md): If you collect sales tax or use a non-US version of QuickBooks, there are a few tax settings to get right so your invoices sync cleanly.
- [Manually sync invoices and payments with QuickBooks](http://help.dubsado.com/en/articles/15920598-manually-sync-invoices-and-payments-with-quickbooks.md): Understand each QuickBooks sync status and manually sync an invoice, its payments, or a batch of invoices at once.
- [Understand the Xero integration](http://help.dubsado.com/en/articles/15920591-understand-the-xero-integration.md): An overview of how Dubsado's Xero integration syncs invoices and payments, what data moves between the two systems, and what to expect before you connect.
- [Manually sync invoices and payments with Xero](http://help.dubsado.com/en/articles/15920603-manually-sync-invoices-and-payments-with-xero.md): Understand each Xero sync status and manually sync an invoice, its payments, or a batch of invoices at once.
- [The Xero payment account I want to connect is not showing up in the dropdown](http://help.dubsado.com/en/articles/15920594-the-xero-payment-account-i-want-to-connect-is-not-showing-up-in-the-dropdown.md): If the Xero account you want is not appearing in the Payment account dropdown, fix one of two settings on the account in Xero.
- [Connecting with Zapier](http://help.dubsado.com/en/articles/15920600-connecting-with-zapier.md): Connect Dubsado to Zapier and start automating tasks across thousands of other apps.
- [Dubsado triggers and actions in Zapier](http://help.dubsado.com/en/articles/15920601-dubsado-triggers-and-actions-in-zapier.md): A reference list of every trigger and action Dubsado offers in Zapier, the information each one can pass along, and ideas for using them.
- [Start your free trial](http://help.dubsado.com/en/articles/13473237-start-your-free-trial.md)
- [Share your Dubsado affiliate coupon code](http://help.dubsado.com/en/articles/15920727-share-your-dubsado-affiliate-coupon-code.md): Learn how to create and share your Dubsado affiliate code so you can earn referral credit toward your subscription.
- [Choose the right Dubsado plan for your business](http://help.dubsado.com/en/articles/15920232-choose-the-right-dubsado-plan-for-your-business.md): Compare the Starter and Premier plans to find the right fit for your business.
- [Sign up for a paid plan](http://help.dubsado.com/en/articles/15920478-sign-up-for-a-paid-plan.md): Learn how to subscribe a workspace to a paid plan and update your payment method.
- [Upgrade to the Premier plan](http://help.dubsado.com/en/articles/15920718-upgrade-to-the-premier-plan.md): How to upgrade from the Starter plan to Premier, what you gain access to, and what happens to your templates, applied flows, and additional workspaces after you upgrade.
- [Downgrade to the Starter plan](http://help.dubsado.com/en/articles/15920725-downgrade-to-the-starter-plan.md): A few important things to know before downgrading, plus how to change your plan.
- [Cancel your subscription](http://help.dubsado.com/en/articles/15920721-cancel-your-subscription.md): How to cancel a workspace's subscription, what happens to your account afterward, and how to reverse a cancellation before it takes effect.
- [Why is my account deactivated?](http://help.dubsado.com/en/articles/15920715-why-is-my-account-deactivated.md): Learn why Dubsado deactivates accounts, what changes while your account is deactivated, and how to reactivate it.

## Legacy Dubsado Articles \(Dubsado 2.0\)

- [Getting Started Guide \(Start Here!\)](http://help.dubsado.com/en/articles/12384531-getting-started-guide-start-here.md)
- [Send a Contract for E-Signature](http://help.dubsado.com/en/articles/12401298-send-a-contract-for-e-signature.md)
- [Send Invoices and Get Paid](http://help.dubsado.com/en/articles/12401098-send-invoices-and-get-paid.md)
- [Start Intaking Leads in Dubsado](http://help.dubsado.com/en/articles/12402266-start-intaking-leads-in-dubsado.md)
- [Automate Your Client Process](http://help.dubsado.com/en/articles/12402506-automate-your-client-process.md)
- [Dubsado basics](http://help.dubsado.com/en/articles/737963-dubsado-basics.md): A short video series introducing Dubsado’s key features.
- [What to set up first in 2.0](http://help.dubsado.com/en/articles/2742002-what-to-set-up-first-in-2-0.md): The most important settings you don’t want to miss.
- [The Dubsado setup checklist](http://help.dubsado.com/en/articles/467045-the-dubsado-setup-checklist.md): Our best practices for getting set up in Dubsado broken down step-by-step!
- [Dubsado lingo](http://help.dubsado.com/en/articles/5321996-dubsado-lingo.md): Your quick guide to all the terms you'll see around Dubsado!
- [Video resources and webinars](http://help.dubsado.com/en/articles/7921274-video-resources-and-webinars.md)
- [We are here to help!](http://help.dubsado.com/en/articles/2182403-we-are-here-to-help.md): From quick questions to walkthroughs, setting up forms to webinars, we are here for you!
- [Dubsado resources for virtual assistants and multi-users](http://help.dubsado.com/en/articles/7974342-dubsado-resources-for-virtual-assistants-and-multi-users.md)
- [Get started with Dubsado](http://help.dubsado.com/en/articles/8076495-get-started-with-dubsado.md)
- [New features coming to Dubsado!](http://help.dubsado.com/en/articles/467078-new-features-coming-to-dubsado.md): Check out our public roadmap portal and recent releases.
- [Is Dubsado down?](http://help.dubsado.com/en/articles/8558078-is-dubsado-down.md)
- [Is Dubsado HIPAA compliant?](http://help.dubsado.com/en/articles/6752849-is-dubsado-hipaa-compliant.md)
- [Why was Dubsado created?](http://help.dubsado.com/en/articles/467106-why-was-dubsado-created.md)
- [What does Dubsado mean?](http://help.dubsado.com/en/articles/467073-what-does-dubsado-mean.md)
- [Login settings in 2.0](http://help.dubsado.com/en/articles/4642027-login-settings-in-2-0.md): How to update your login email and password.
- [Choose a brand color in 2.0](http://help.dubsado.com/en/articles/467109-choose-a-brand-color-in-2-0.md): Set a brand color for a consistent look across buttons in emails and forms and your scheduler.
- [Customize your Dubsado URLs in 2.0](http://help.dubsado.com/en/articles/1750071-customize-your-dubsado-urls-in-2-0.md): Use your own domain name! Set up a CNAME and connect it to Dubsado so that your clients will see your branded domain when you send a link.
- [Customize URL metadata in 2.0](http://help.dubsado.com/en/articles/1723966-customize-url-metadata-in-2-0.md): Customize your favicon, page title, description, and preview image for client-facing pages.
- [Dashboard overview](http://help.dubsado.com/en/articles/2744990-dashboard-overview.md): Take a tour of your Dubsado dashboard.
- [Will my clients see any Dubsado logos or branding? in 2.0](http://help.dubsado.com/en/articles/467071-will-my-clients-see-any-dubsado-logos-or-branding-in-2-0.md)
- [Notification settings](http://help.dubsado.com/en/articles/3753979-notification-settings.md): Decide how you'd like to stay up to date on what's happening in your brand.
- [I set up browser push notifications but I am not receiving them](http://help.dubsado.com/en/articles/4058304-i-set-up-browser-push-notifications-but-i-am-not-receiving-them.md)
- [Sign in with Google single sign-on \(SSO\) in 2.0](http://help.dubsado.com/en/articles/7909922-sign-in-with-google-single-sign-on-sso-in-2-0.md)
- [Branding settings in 2.0](http://help.dubsado.com/en/articles/2726701-branding-settings-in-2-0.md): Upload your logo, change your brand color, and update your contact information.
- [Legacy trial FAQ](http://help.dubsado.com/en/articles/6760620-legacy-trial-faq.md)
- [Why is my account deactivated? in 2.0](http://help.dubsado.com/en/articles/6985501-why-is-my-account-deactivated-in-2-0.md)
- [Share your Dubsado affiliate coupon code in 2.0](http://help.dubsado.com/en/articles/467040-share-your-dubsado-affiliate-coupon-code-in-2-0.md): Learn how to set up and use your Dubsado affiliate coupon code so you can start earning FREE months of Dubsado!
- [Choose the right Dubsado plan for your business in 2.0](http://help.dubsado.com/en/articles/5993033-choose-the-right-dubsado-plan-for-your-business-in-2-0.md): Can't decide between the Starter and Premier plans? We're here to help!
- [Sign up for a paid plan in 2.0](http://help.dubsado.com/en/articles/5436789-sign-up-for-a-paid-plan-in-2-0.md): Learn how to subscribe to a paid plan and update your payment method.
- [Upgrade to the Premier plan in 2.0](http://help.dubsado.com/en/articles/5993061-upgrade-to-the-premier-plan-in-2-0.md): Access our full suite of business management features.
- [Downgrade to the Starter plan in 2.0](http://help.dubsado.com/en/articles/5993073-downgrade-to-the-starter-plan-in-2-0.md): A few important things to know before downgrading.
- [Cancel your subscription in 2.0](http://help.dubsado.com/en/articles/2560060-cancel-your-subscription-in-2-0.md): How to cancel billing on your account.
- [The Forever Plan](http://help.dubsado.com/en/articles/4712692-the-forever-plan.md): The Dubsado Forever Plan is only offered during special promotions and giveaways.
- [Add an additional brand in 2.0](http://help.dubsado.com/en/articles/467068-add-an-additional-brand-in-2-0.md): Own more than one business? Create a separate brand and manage everything from a single Dubsado login.
- [Delete a brand in 2.0](http://help.dubsado.com/en/articles/1021738-delete-a-brand-in-2-0.md): Our team can delete an additional brand for you if it's no longer needed.
- [Manage multiple brands in 2.0](http://help.dubsado.com/en/articles/467063-manage-multiple-brands-in-2-0.md): Our tips for the best experience when using more than one brand.
- [What is a multi-user? in 2.0](http://help.dubsado.com/en/articles/889458-what-is-a-multi-user-in-2-0.md): Securely give your assistant or team members access to your brand.
- [Multi-user roles in 2.0](http://help.dubsado.com/en/articles/889455-multi-user-roles-in-2-0.md): Choose the appropriate level of account access for each of your multi-users.
- [Invite a multi-user to join your brand in 2.0](http://help.dubsado.com/en/articles/889485-invite-a-multi-user-to-join-your-brand-in-2-0.md): Learn how to invite a new multi-user so that your business team can access your Dubsado brand.
- [Multi-user notification settings in 2.0](http://help.dubsado.com/en/articles/3754091-multi-user-notification-settings-in-2-0.md): How you and your team can manage Dubsado notifications.
- [I invited a multi-user but they didn't receive an email in 2.0](http://help.dubsado.com/en/articles/4499641-i-invited-a-multi-user-but-they-didn-t-receive-an-email-in-2-0.md)
- [What is a project?](http://help.dubsado.com/en/articles/2748719-what-is-a-project.md): Get started with this powerful way to communicate with your clients.
- [Projects vs. clients](http://help.dubsado.com/en/articles/2638219-projects-vs-clients.md): Learn the difference between projects and clients and how they work together.
- [What if I don’t have "projects” in my business?](http://help.dubsado.com/en/articles/2772622-what-if-i-don-t-have-projects-in-my-business.md): How to use Dubsado projects when you have a client-based business.
- [Leads vs jobs](http://help.dubsado.com/en/articles/833813-leads-vs-jobs.md): The difference between a lead status and a job status.
- [Create a project](http://help.dubsado.com/en/articles/4502788-create-a-project.md): Manually create a new project for working with a client.
- [Set a project date in 2.0](http://help.dubsado.com/en/articles/467044-set-a-project-date-in-2-0.md): Plus, some tips on setting a project date that works for you.
- [Organize projects](http://help.dubsado.com/en/articles/751725-organize-projects.md): Customize the Projects page to organize your work.
- [Archive or delete a project in 2.0](http://help.dubsado.com/en/articles/1145366-archive-or-delete-a-project-in-2-0.md): How to archive and delete projects and what happens to them.
- [Project statuses in 2.0](http://help.dubsado.com/en/articles/2268655-project-statuses-in-2-0.md): All about leads and jobs and how you should be using them.
- [Project tags in 2.0](http://help.dubsado.com/en/articles/2247872-project-tags-in-2-0.md): Categorize your projects for quick identification and filtering.
- [Change the project status in 2.0](http://help.dubsado.com/en/articles/2247988-change-the-project-status-in-2-0.md): Add, edit, and delete project statuses.
- [What is a client? in 2.0](http://help.dubsado.com/en/articles/4550599-what-is-a-client-in-2-0.md): Clients, alternate contacts, and how they work.
- [Should I create a project or client first?](http://help.dubsado.com/en/articles/467042-should-i-create-a-project-or-client-first.md): Hint: everything starts with a project!
- [Manage clients in the address book](http://help.dubsado.com/en/articles/2779496-manage-clients-in-the-address-book.md): Search through your existing clients to access contact information, notes, and past projects.
- [Bulk import a client list in 2.0](http://help.dubsado.com/en/articles/1458403-bulk-import-a-client-list-in-2-0.md): Import clients via a CSV file into Dubsado.
- [Export data from Dubsado in 2.0](http://help.dubsado.com/en/articles/2779503-export-data-from-dubsado-in-2-0.md): Export clients and projects as a CSV file.
- [Migrate existing clients into Dubsado in 2.0](http://help.dubsado.com/en/articles/2789241-migrate-existing-clients-into-dubsado-in-2-0.md): Coming over from another platform? Never had all your client info in one place before? Here's a guide to bringing in your existing clients!
- [Activate or deactivate client portals in 2.0](http://help.dubsado.com/en/articles/467056-activate-or-deactivate-client-portals-in-2-0.md): Getting your client portal all set up.
- [What are client portals? in 2.0](http://help.dubsado.com/en/articles/7028462-what-are-client-portals-in-2-0.md)
- [Customize the client portal in 2.0](http://help.dubsado.com/en/articles/1228865-customize-the-client-portal-in-2-0.md): Change the colors and text of your client portal to match your brand.
- [Share the client portal in 2.0](http://help.dubsado.com/en/articles/467062-share-the-client-portal-in-2-0.md)
- [Adding a form to the client portal](http://help.dubsado.com/en/articles/483500-adding-a-form-to-the-client-portal.md): Add a form straight to the client portal without sending an email. Great for when you have lots of forms!
- [Share a photo gallery in the client portal in 2.0](http://help.dubsado.com/en/articles/1796219-share-a-photo-gallery-in-the-client-portal-in-2-0.md): Use a one-time link to easily share photo galleries with your clients
- [Client portal banner images in 2.0](http://help.dubsado.com/en/articles/1389046-client-portal-banner-images-in-2-0.md): Add a custom banner image to your client portals.
- [What gets synced to my client's portal? in 2.0](http://help.dubsado.com/en/articles/483501-what-gets-synced-to-my-client-s-portal-in-2-0.md): Here is what your client can see in the client portal
- [Add an external link to a client portal in 2.0](http://help.dubsado.com/en/articles/1229016-add-an-external-link-to-a-client-portal-in-2-0.md): Adding an outside URL to the client portal
- [Getting an error on my client portal login in 2.0](http://help.dubsado.com/en/articles/477537-getting-an-error-on-my-client-portal-login-in-2-0.md): Common errors on the client portal.
- [Dubsado email integration basics in 2.0](http://help.dubsado.com/en/articles/1076479-dubsado-email-integration-basics-in-2-0.md): Connect your email account with Dubsado to send outgoing emails from your own email address and see client replies inside your projects.
- [Connect your email account with Google in 2.0](http://help.dubsado.com/en/articles/4828191-connect-your-email-account-with-google-in-2-0.md): If you sign in through Google to access your email, you can connect your account to Dubsado.
- [Connect your email account with Microsoft in 2.0](http://help.dubsado.com/en/articles/4843667-connect-your-email-account-with-microsoft-in-2-0.md): If you sign into your email through Microsoft, here's how to connect your email to Dubsado.
- [Connect your email account with SMTP in 2.0](http://help.dubsado.com/en/articles/4828235-connect-your-email-account-with-smtp-in-2-0.md): If you don't sign in to your email with Google or Microsoft, follow these instructions to connect your email to Dubsado.
- [SMTP server names and port numbers in 2.0](http://help.dubsado.com/en/articles/7321485-smtp-server-names-and-port-numbers-in-2-0.md)
- [Canned email templates in 2.0](http://help.dubsado.com/en/articles/483484-canned-email-templates-in-2-0.md): Create email templates to save time and create consistency.
- [Personalize Your Canned Emails with Smart Fields in 2.0](http://help.dubsado.com/en/articles/3055838-personalize-your-canned-emails-with-smart-fields-in-2-0.md): Take advantage of smart fields to add text to your emails that will autofill for you.
- [Linking to a Dubsado Form in a Canned Email with a Smart Field Link](http://help.dubsado.com/en/articles/2679979-linking-to-a-dubsado-form-in-a-canned-email-with-a-smart-field-link.md): Smart field links allow you to prep your canned emails for sending forms, invoices, schedulers, and more.
- [Adding external links to your emails in 2.0](http://help.dubsado.com/en/articles/3733639-adding-external-links-to-your-emails-in-2-0.md): Need to link to a non-Dubsado web page in an email? Learn how to insert clickable text, images, and even custom buttons in your emails.
- [Add an email signature in 2.0](http://help.dubsado.com/en/articles/7113418-add-an-email-signature-in-2-0.md)
- [Send a canned email to a client in 2.0](http://help.dubsado.com/en/articles/2772892-send-a-canned-email-to-a-client-in-2-0.md): Send an email template with the help of canned responses.
- [Schedule an email to send later in 2.0](http://help.dubsado.com/en/articles/895683-schedule-an-email-to-send-later-in-2-0.md)
- [Change the button text in 2.0](http://help.dubsado.com/en/articles/1038495-change-the-button-text-in-2-0.md)
- [Add an external attachment to an email in 2.0](http://help.dubsado.com/en/articles/1077529-add-an-external-attachment-to-an-email-in-2-0.md)
- [Can I use Dubsado as a newsletter service?](http://help.dubsado.com/en/articles/2252472-can-i-use-dubsado-as-a-newsletter-service.md): Can I use Dubsado for sending email campaigns, newsletters, promo or mass emails to my clients?
- [Dubsado inbox in 2.0](http://help.dubsado.com/en/articles/1289286-dubsado-inbox-in-2-0.md): Manage all new Dubsado-related emails in one place.
- [Troubleshoot your Microsoft email connection in 2.0](http://help.dubsado.com/en/articles/599382-troubleshoot-your-microsoft-email-connection-in-2-0.md)
- [Troubleshoot your SMTP email connection in 2.0](http://help.dubsado.com/en/articles/2252380-troubleshoot-your-smtp-email-connection-in-2-0.md)
- [Disconnect and reconnect your email](http://help.dubsado.com/en/articles/5333764-disconnect-and-reconnect-your-email.md)
- [Improve email deliverability with DKIM and SPF records in 2.0](http://help.dubsado.com/en/articles/1523682-improve-email-deliverability-with-dkim-and-spf-records-in-2-0.md): Connect Dubsado with your custom domain email to reduce emails going to spam.
- [Prevent emails from going to spam in 2.0](http://help.dubsado.com/en/articles/588192-prevent-emails-from-going-to-spam-in-2-0.md): Ten tips to help your emails deliver properly to your client's inbox.
- [Set up DKIM with your domain host in 2.0](http://help.dubsado.com/en/articles/8482624-set-up-dkim-with-your-domain-host-in-2-0.md)
- [SPF records in 2.0](http://help.dubsado.com/en/articles/8482481-spf-records-in-2-0.md)
- [SPF record could not be verified in 2.0](http://help.dubsado.com/en/articles/8482416-spf-record-could-not-be-verified-in-2-0.md)
- [Invalid SPF records in 2.0](http://help.dubsado.com/en/articles/8482299-invalid-spf-records-in-2-0.md)
- [Merge multiple SPF records in 2.0](http://help.dubsado.com/en/articles/8482399-merge-multiple-spf-records-in-2-0.md)
- [DMARC records for Microsoft email accounts in 2.0](http://help.dubsado.com/en/articles/11475727-dmarc-records-for-microsoft-email-accounts-in-2-0.md): How to set up a DMARC record to improve email deliverability for Microsoft email accounts
- [Intro to Dubsado forms](http://help.dubsado.com/en/articles/2880341-intro-to-dubsado-forms.md): Pick the right form for the job.
- [Legacy mode](http://help.dubsado.com/en/articles/6288410-legacy-mode.md): Important info for forms with AND without custom code!
- [Important info for forms with custom code](http://help.dubsado.com/en/articles/6289367-important-info-for-forms-with-custom-code.md)
- [Build a form template in 2.0](http://help.dubsado.com/en/articles/614033-build-a-form-template-in-2-0.md): Get started using Dubsado's drag-n-drop template builder to create beautiful contracts, questionnaires, proposals, and lead capture forms.
- [Organize content with containers](http://help.dubsado.com/en/articles/6289861-organize-content-with-containers.md): Create stunning layouts with background colors and images
- [Map a form field in 2.0](http://help.dubsado.com/en/articles/1038484-map-a-form-field-in-2-0.md): Set up the short answer and date select question fields on your forms to capture information and store it in Dubsado.
- [Upload a PDF as a form template](http://help.dubsado.com/en/articles/5328411-upload-a-pdf-as-a-form-template.md): Upload PDFs as form templates to quickly share them through projects and workflows.
- [Copy a form template to another brand](http://help.dubsado.com/en/articles/4800940-copy-a-form-template-to-another-brand.md)
- [Send a proposal, questionnaire, or sub-agreement in 2.0](http://help.dubsado.com/en/articles/483487-send-a-proposal-questionnaire-or-sub-agreement-in-2-0.md): How to add a form to a project, customize it, and send it by email.
- [Send multiple forms in one email](http://help.dubsado.com/en/articles/2766752-send-multiple-forms-in-one-email.md): Need to send two questionnaires? A proposal and a sub-agreement? Use this method to send multiple form links in a single email!
- [Upload a PDF to a project](http://help.dubsado.com/en/articles/5363425-upload-a-pdf-to-a-project.md): Add a custom PDF to your client's project without adding it as a template.
- [Create a one-time form inside a project](http://help.dubsado.com/en/articles/1166432-create-a-one-time-form-inside-a-project.md): Create a new questionnaire, sub-agreement, contract, or proposal from scratch within a specific project.
- [Customize the form completion alert](http://help.dubsado.com/en/articles/833192-customize-the-form-completion-alert.md): Customize the pop up message that appears when your client completes a form.
- [Set an expiration date on a form](http://help.dubsado.com/en/articles/6378760-set-an-expiration-date-on-a-form.md): Remind clients to complete forms on time and prevent late submissions.
- [Password protect a form](http://help.dubsado.com/en/articles/2566431-password-protect-a-form.md): Use the client portal to add password protection to your forms.
- [Add full-width images to a form](http://help.dubsado.com/en/articles/6293018-add-full-width-images-to-a-form.md): Two techniques for adding high-impact visuals to your Dubsado forms.
- [Insert a hyperlink on a form](http://help.dubsado.com/en/articles/6380703-insert-a-hyperlink-on-a-form.md)
- [Client file uploader](http://help.dubsado.com/en/articles/1137391-client-file-uploader.md): Ask your client to upload a file on a questionnaire, proposal, or lead capture.
- [Personalize form templates with smart fields in 2.0](http://help.dubsado.com/en/articles/467077-personalize-form-templates-with-smart-fields-in-2-0.md): Autofill client and project details on your forms.
- [Smart field reference guide in 2.0](http://help.dubsado.com/en/articles/483510-smart-field-reference-guide-in-2-0.md): A comprehensive list of every smart field in the system.
- [Custom fields in 2.0](http://help.dubsado.com/en/articles/1698660-custom-fields-in-2-0.md): Collect and store the information relevant to your business.
- [Add custom code to a Dubsado form in 2.0](http://help.dubsado.com/en/articles/6384388-add-custom-code-to-a-dubsado-form-in-2-0.md): Use custom code to style your form and add unique content.
- [CSS cheat sheet for Dubsado forms in 2.0](http://help.dubsado.com/en/articles/6293003-css-cheat-sheet-for-dubsado-forms-in-2-0.md): For those who know how to use CSS to add custom styling to their forms, here is a reference guide on how to select Dubsado form elements!
- [What is a lead capture form?](http://help.dubsado.com/en/articles/2909579-what-is-a-lead-capture-form.md): Bring new clients into Dubsado using this special form.
- [Create a lead capture form in 2.0](http://help.dubsado.com/en/articles/2919040-create-a-lead-capture-form-in-2-0.md): Ensure the fields on your lead capture are mapped correctly so you can bring new clients into Dubsado!
- [Share a lead capture form](http://help.dubsado.com/en/articles/467061-share-a-lead-capture-form.md): Embed your lead capture on your website or share a direct link.
- [Using lead captures at in-person events](http://help.dubsado.com/en/articles/1788365-using-lead-captures-at-in-person-events.md): Pull up your lead capture on a mobile device at trade shows, events, or meetings.
- [Troubleshoot lead capture forms](http://help.dubsado.com/en/articles/6961207-troubleshoot-lead-capture-forms.md)
- [How to start a workflow from your lead capture form](http://help.dubsado.com/en/articles/467093-how-to-start-a-workflow-from-your-lead-capture-form.md): Kick off a workflow when your lead capture form is submitted so you can respond to new leads automatically!
- [Embed a lead capture on Squarespace](http://help.dubsado.com/en/articles/1049881-embed-a-lead-capture-on-squarespace.md)
- [Embed a lead capture on Wix](http://help.dubsado.com/en/articles/1049886-embed-a-lead-capture-on-wix.md)
- [Embed a lead capture on WordPress](http://help.dubsado.com/en/articles/467098-embed-a-lead-capture-on-wordpress.md)
- [Contracts vs sub-agreements in 2.0](http://help.dubsado.com/en/articles/4740203-contracts-vs-sub-agreements-in-2-0.md): The main differences between a contract and sub-agreement with examples.
- [Are e-signatures legally binding?](http://help.dubsado.com/en/articles/467046-are-e-signatures-legally-binding.md)
- [Build a contract or sub-agreement template in 2.0](http://help.dubsado.com/en/articles/4740414-build-a-contract-or-sub-agreement-template-in-2-0.md): Get started creating contract and sub-agreement templates.
- [Add signature and initial fields to your contract](http://help.dubsado.com/en/articles/467051-add-signature-and-initial-fields-to-your-contract.md): Allow your clients to sign and initial Dubsado contracts and sub-agreements electronically
- [Autofill invoice details in a contract in 2.0](http://help.dubsado.com/en/articles/467087-autofill-invoice-details-in-a-contract-in-2-0.md): Display a payment plan breakdown, invoice total, or package names in your contract.
- [Send a contract](http://help.dubsado.com/en/articles/467082-send-a-contract.md): How to add a contract to a project, customize it, and send it via email.
- [Send multiple contracts using sub-agreements in 2.0](http://help.dubsado.com/en/articles/467047-send-multiple-contracts-using-sub-agreements-in-2-0.md): How to add a sub-agreement to a project, customize it, and send it via email.
- [Countersign a contract or sub-agreement](http://help.dubsado.com/en/articles/467048-countersign-a-contract-or-sub-agreement.md): Plus, tips for staying on top of documents that need your signature.
- [Upload a PDF of a signed contract in 2.0](http://help.dubsado.com/en/articles/4745213-upload-a-pdf-of-a-signed-contract-in-2-0.md): Great for signed paper contracts or PDFs of signed contracts from another system.
- [Test sign a contract as the client](http://help.dubsado.com/en/articles/467083-test-sign-a-contract-as-the-client.md): View a contract exactly how your clients will see it.
- [Connect with Dubsado Payments in 2.0](http://help.dubsado.com/en/articles/9067722-connect-with-dubsado-payments-in-2-0.md)
- [Select or edit your business type in 2.0](http://help.dubsado.com/en/articles/9067778-select-or-edit-your-business-type-in-2-0.md)
- [Manage payments with Dubsado Payments in 2.0](http://help.dubsado.com/en/articles/8940370-manage-payments-with-dubsado-payments-in-2-0.md)
- [Dubsado Payments processing fees in 2.0](http://help.dubsado.com/en/articles/8901346-dubsado-payments-processing-fees-in-2-0.md)
- [Why did my client’s payment fail? in 2.0](http://help.dubsado.com/en/articles/8946691-why-did-my-client-s-payment-fail-in-2-0.md)
- [International payments with Dubsado Payments in 2.0](http://help.dubsado.com/en/articles/8946670-international-payments-with-dubsado-payments-in-2-0.md)
- [Disputes when using Dubsado Payments in 2.0](http://help.dubsado.com/en/articles/8946680-disputes-when-using-dubsado-payments-in-2-0.md)
- [Different payment methods and their costs in 2.0](http://help.dubsado.com/en/articles/9215711-different-payment-methods-and-their-costs-in-2-0.md)
- [Transaction receipts in 2.0](http://help.dubsado.com/en/articles/9238066-transaction-receipts-in-2-0.md)
- [Using Link with Dubsado Payments in 2.0](http://help.dubsado.com/en/articles/9704488-using-link-with-dubsado-payments-in-2-0.md)
- [Accepting payments with Affirm in 2.0](http://help.dubsado.com/en/articles/10020457-accepting-payments-with-affirm-in-2-0.md)
- [Affirm blocked business categories in 2.0](http://help.dubsado.com/en/articles/10023528-affirm-blocked-business-categories-in-2-0.md)
- [Accepting payments with Klarna in 2.0](http://help.dubsado.com/en/articles/10174635-accepting-payments-with-klarna-in-2-0.md)
- [Manage payouts with Dubsado Payments in 2.0](http://help.dubsado.com/en/articles/8940363-manage-payouts-with-dubsado-payments-in-2-0.md)
- [Accepting credit card payments with Dubsado Payments in 2.0](http://help.dubsado.com/en/articles/8950887-accepting-credit-card-payments-with-dubsado-payments-in-2-0.md)
- [Accepting US bank \(ACH\) payments with Dubsado payments in 2.0](http://help.dubsado.com/en/articles/8950896-accepting-us-bank-ach-payments-with-dubsado-payments-in-2-0.md)
- [Instant Payouts with Dubsado Payments in 2.0](http://help.dubsado.com/en/articles/9201098-instant-payouts-with-dubsado-payments-in-2-0.md)
- [Dubsado Payments refunds in 2.0](http://help.dubsado.com/en/articles/8940354-dubsado-payments-refunds-in-2-0.md)
- [What is surcharging in 2.0?](http://help.dubsado.com/en/articles/9214820-what-is-surcharging-in-2-0.md)
- [Pricing your services to account for processing fees in 2.0](http://help.dubsado.com/en/articles/9215327-pricing-your-services-to-account-for-processing-fees-in-2-0.md)
- [Dubsado Payments Capital in 2.0](http://help.dubsado.com/en/articles/11083284-dubsado-payments-capital-in-2-0.md): Fast, flexible business financing
- [Connect a payment processor with Dubsado Payments, Square, or PayPal in 2.0](http://help.dubsado.com/en/articles/580108-connect-a-payment-processor-with-dubsado-payments-square-or-paypal-in-2-0.md): Connecting a payment processor allows your clients to make a payment right from a Dubsado invoice.
- [How do I edit my country and currency? in 2.0](http://help.dubsado.com/en/articles/8144435-how-do-i-edit-my-country-and-currency-in-2-0.md)
- [Are client’s credit cards saved in Dubsado?](http://help.dubsado.com/en/articles/8584110-are-client-s-credit-cards-saved-in-dubsado.md)
- [Create an invoice in 2.0](http://help.dubsado.com/en/articles/8137606-create-an-invoice-in-2-0.md)
- [Send an invoice in 2.0](http://help.dubsado.com/en/articles/467085-send-an-invoice-in-2-0.md): How to send an invoice to your clients.
- [Show the client’s name and address on invoices](http://help.dubsado.com/en/articles/8584500-show-the-client-s-name-and-address-on-invoices.md)
- [Add tax to an invoice in 2.0](http://help.dubsado.com/en/articles/467094-add-tax-to-an-invoice-in-2-0.md): Create a tax and add it to a package or invoice line item.
- [Preview an invoice or package in 2.0](http://help.dubsado.com/en/articles/467053-preview-an-invoice-or-package-in-2-0.md): See an invoice exactly as your client will see it.
- [Edit or remove an invoice or package in 2.0](http://help.dubsado.com/en/articles/8137555-edit-or-remove-an-invoice-or-package-in-2-0.md)
- [View multiple invoices on a project in 2.0](http://help.dubsado.com/en/articles/467088-view-multiple-invoices-on-a-project-in-2-0.md): Learn to add and manage more than one invoice on the same project.
- [Close an invoice in 2.0](http://help.dubsado.com/en/articles/5142108-close-an-invoice-in-2-0.md): If a project is cancelled or a client disappears, you can close their invoice.
- [Autopay enrollment settings in 2.0](http://help.dubsado.com/en/articles/6779536-autopay-enrollment-settings-in-2-0.md): Require your clients to enroll in autopay for automatic payments on your invoices.
- [Send transaction receipts to clients in 2.0](http://help.dubsado.com/en/articles/821899-send-transaction-receipts-to-clients-in-2-0.md)
- [Manually add or delete a payment on an invoice in 2.0](http://help.dubsado.com/en/articles/467092-manually-add-or-delete-a-payment-on-an-invoice-in-2-0.md)
- [Log a refund for Legacy Stripe, Square and PayPal transactions in 2.0](http://help.dubsado.com/en/articles/3108122-log-a-refund-for-legacy-stripe-square-and-paypal-transactions-in-2-0.md): After issuing a refund through your payment processor, record the refund on the client's invoice in Dubsado and send a receipt.
- [How do I view how clients have paid?](http://help.dubsado.com/en/articles/8653171-how-do-i-view-how-clients-have-paid.md)
- [Add or delete a discount on invoices in 2.0](http://help.dubsado.com/en/articles/467050-add-or-delete-a-discount-on-invoices-in-2-0.md): Manually add or remove discounts to an invoice.
- [Change the invoice number in 2.0](http://help.dubsado.com/en/articles/2559434-change-the-invoice-number-in-2-0.md): How to change the invoice number on the customer's invoice
- [Override the “bill to” name for specific invoices](http://help.dubsado.com/en/articles/8584545-override-the-bill-to-name-for-specific-invoices.md)
- [Accept tips from clients in 2.0](http://help.dubsado.com/en/articles/1150410-accept-tips-from-clients-in-2-0.md)
- [Time tracker in 2.0](http://help.dubsado.com/en/articles/928384-time-tracker-in-2-0.md): Keep track of your billable time and apply it to an invoice with this utility.
- [Allow clients to repay in 2.0](http://help.dubsado.com/en/articles/8258463-allow-clients-to-repay-in-2-0.md)
- [Payment plans in 2.0](http://help.dubsado.com/en/articles/467089-payment-plans-in-2-0.md): Set payment due dates and break an invoice down into one or more installments.
- [Payment plan examples in 2.0](http://help.dubsado.com/en/articles/4530857-payment-plan-examples-in-2-0.md): Not sure how to set up a payment plan? Check out these common examples.
- [Automated payment reminders in 2.0](http://help.dubsado.com/en/articles/4523789-automated-payment-reminders-in-2-0.md): Automatically email clients when payment is due.
- [Autopay on payment plans in 2.0](http://help.dubsado.com/en/articles/5798241-autopay-on-payment-plans-in-2-0.md): Get paid more reliably on invoices with eligible payment plans.
- [Recurring invoices vs. payment plans in 2.0](http://help.dubsado.com/en/articles/3936806-recurring-invoices-vs-payment-plans-in-2-0.md): Learn the difference between these two invoicing features so that you can use them effectively.
- [Create a recurring invoice in 2.0](http://help.dubsado.com/en/articles/1075932-create-a-recurring-invoice-in-2-0.md): Automatically bill clients on a regular basis for subscription services.
- [Autopay on recurring invoices in 2.0](http://help.dubsado.com/en/articles/1075934-autopay-on-recurring-invoices-in-2-0.md): Clients can set it and forget it so you get paid on time.
- [How to create packages in 2.0](http://help.dubsado.com/en/articles/751747-how-to-create-packages-in-2-0.md)
- [Create or delete a discount template in 2.0](http://help.dubsado.com/en/articles/3065560-create-or-delete-a-discount-template-in-2-0.md): Create a discount template to add discounts to your invoices and offer discount codes to your clients.
- [What Is a Proposal?](http://help.dubsado.com/en/articles/3508875-what-is-a-proposal.md): Give your clients the power to choose how they'd like to work with you and automate invoice generation.
- [Build a proposal in 2.0](http://help.dubsado.com/en/articles/467057-build-a-proposal-in-2-0.md): Learn how to build proposals to get booked and paid faster.
- [How to set up a public proposal](http://help.dubsado.com/en/articles/2761050-how-to-set-up-a-public-proposal.md): Create a proposal to embed on your website and allow clients to buy now.
- [Connect a contract and invoice to a proposal in 2.0](http://help.dubsado.com/en/articles/6943800-connect-a-contract-and-invoice-to-a-proposal-in-2-0.md)
- [Allow clients to apply a discount on proposals](http://help.dubsado.com/en/articles/3066096-allow-clients-to-apply-a-discount-on-proposals.md): Give your clients the option to use a discount code on invoices created by proposals.
- [How to create and apply project source tags in 2.0](http://help.dubsado.com/en/articles/2841795-how-to-create-and-apply-project-source-tags-in-2-0.md): Keep track of where your leads are coming from using Project Source Tags!
- [Add a project tracking element to your forms in 2.0](http://help.dubsado.com/en/articles/2842865-add-a-project-tracking-element-to-your-forms-in-2-0.md): Ask your clients how they heard about you and Dubsado will apply a project source tag automatically.
- [Using the project breakdown page in 2.0](http://help.dubsado.com/en/articles/2946765-using-the-project-breakdown-page-in-2-0.md): Get an overview of how many projects you have and the net income of those projects per source.
- [Bookkeeping in Dubsado 2.0](http://help.dubsado.com/en/articles/467076-bookkeeping-in-dubsado-2-0.md): A breakdown of the accounting features built in to Dubsado.
- [Income categories in 2.0](http://help.dubsado.com/en/articles/467070-income-categories-in-2-0.md): Assign income categories to your invoice line items so that you can track how much you make in each category.
- [Tracking your expenses in 2.0](http://help.dubsado.com/en/articles/467099-tracking-your-expenses-in-2-0.md): You can manually record business and project-related expenses on the Transactions page to keep track of spending in your business.
- [Connect an external calendar in 2.0](http://help.dubsado.com/en/articles/2559449-connect-an-external-calendar-in-2-0.md): Connect your Google, Apple, or other calendar account to Dubsado.
- [Manage import and export for calendar events in 2.0](http://help.dubsado.com/en/articles/9072088-manage-import-and-export-for-calendar-events-in-2-0.md)
- [Create an Apple calendar app-specific password](http://help.dubsado.com/en/articles/483468-create-an-apple-calendar-app-specific-password.md)
- [Intro to scheduling in Dubsado in 2.0](http://help.dubsado.com/en/articles/4172819-intro-to-scheduling-in-dubsado-in-2-0.md): Eliminate the back-and-forth and allow your clients to schedule an appointment time based on the availability you've set.
- [Creating a Scheduler Template in 2.0](http://help.dubsado.com/en/articles/4173288-creating-a-scheduler-template-in-2-0.md): Learn how to create a scheduler template step-by-step and adjust all the options in the Basic settings tab.
- [Advanced Scheduler Settings in 2.0](http://help.dubsado.com/en/articles/4176959-advanced-scheduler-settings-in-2-0.md): Fine-tune your scheduler availability and customize options for automated emails, payment, and more.
- [Customizing the Scheduler Appearance](http://help.dubsado.com/en/articles/2500071-customizing-the-scheduler-appearance.md): Check out the options for changing how your scheduler looks.
- [Adding video conferencing to a scheduler template in 2.0](http://help.dubsado.com/en/articles/4303315-adding-video-conferencing-to-a-scheduler-template-in-2-0.md): Automatically generate conferencing links for Google Meet, GoTo Meeting, Microsoft Teams, or Zoom with your scheduler!
- [Step-by-Step Scheduler Overview](http://help.dubsado.com/en/articles/2475344-step-by-step-scheduler-overview.md): How to build, send, and work with the Dubsado scheduler... all in one place!
- [Public vs. Project Scheduler Sharing in 2.0](http://help.dubsado.com/en/articles/4202302-public-vs-project-scheduler-sharing-in-2-0.md): Choose the right scheduler sharing method for your process.
- [Embedding a Dubsado Scheduler on Your Website in 2.0](http://help.dubsado.com/en/articles/2475333-embedding-a-dubsado-scheduler-on-your-website-in-2-0.md): Share your scheduler publicly with an embed code or direct link.
- [Schedule appointments for clients in 2.0](http://help.dubsado.com/en/articles/2478307-schedule-appointments-for-clients-in-2-0.md): Send clients your scheduler or book an appointment for your client
- [Sending your Scheduler in a workflow in 2.0](http://help.dubsado.com/en/articles/2490307-sending-your-scheduler-in-a-workflow-in-2-0.md): You can send your scheduler template within a workflow!
- [Creating and Sharing Scheduler Groups in 2.0](http://help.dubsado.com/en/articles/3275375-creating-and-sharing-scheduler-groups-in-2-0.md): Offer a variety of appointment types and allow your client to choose the one that fits their needs.
- [Viewing an overview of your scheduled appointments](http://help.dubsado.com/en/articles/2508470-viewing-an-overview-of-your-scheduled-appointments.md)
- [Updating an Existing Appointment to Add a Video Conferencing Link](http://help.dubsado.com/en/articles/4324391-updating-an-existing-appointment-to-add-a-video-conferencing-link.md): How to add a conferencing link to upcoming appointments that were booked before you had video conferencing connected to your account.
- [Date conflicts setting in 2.0](http://help.dubsado.com/en/articles/5031747-date-conflicts-setting-in-2-0.md): Use this handy tool to quickly check for potential calendar conflicts with new leads.
- [Customizing the Appointment Confirmation Email in 2.0](http://help.dubsado.com/en/articles/2510898-customizing-the-appointment-confirmation-email-in-2-0.md): How to customize the default appointment confirmation email or create your own!
- [Create a project from the scheduler](http://help.dubsado.com/en/articles/9072234-create-a-project-from-the-scheduler.md)
- [Add a form to a scheduler in 2.0](http://help.dubsado.com/en/articles/9068063-add-a-form-to-a-scheduler-in-2-0.md)
- [Scheduler intervals and buffers in 2.0](http://help.dubsado.com/en/articles/9072451-scheduler-intervals-and-buffers-in-2-0.md)
- [Using the scheduler redirect URL setting in 2.0](http://help.dubsado.com/en/articles/3746343-using-the-scheduler-redirect-url-setting-in-2-0.md): Automatically redirect your client to an external web page after they book an appointment.
- [Allow Clients to Apply a Discount When Scheduling an Appointment in 2.0](http://help.dubsado.com/en/articles/3066625-allow-clients-to-apply-a-discount-when-scheduling-an-appointment-in-2-0.md): Running a promotion for paid appointments? Allow a clients to enter a discount code when booking an appointment!
- [My scheduler shows that I am unavailable during times that should be available to book. in 2.0](http://help.dubsado.com/en/articles/2478370-my-scheduler-shows-that-i-am-unavailable-during-times-that-should-be-available-to-book-in-2-0.md)
- [What is a workflow?](http://help.dubsado.com/en/articles/3186119-what-is-a-workflow.md): Get started with the most powerful feature in Dubsado and automate your business.
- [Before building workflows in 2.0](http://help.dubsado.com/en/articles/3185873-before-building-workflows-in-2-0.md): Set yourself up for success with workflows by following our top tips.
- [Writing out your process in 2.0](http://help.dubsado.com/en/articles/2894266-writing-out-your-process-in-2-0.md): A detailed process outline is the foundation for any good workflow.
- [Creating workflows in 2.0](http://help.dubsado.com/en/articles/467074-creating-workflows-in-2-0.md): Learn the basics of creating workflows so you can start automating your client process.
- [Workflow actions in 2.0](http://help.dubsado.com/en/articles/3186297-workflow-actions-in-2-0.md)
- [Workflow Triggers: Relative vs Fixed Dates in 2.0](http://help.dubsado.com/en/articles/3216003-workflow-triggers-relative-vs-fixed-dates-in-2-0.md): How to choose the correct type of trigger for your workflow actions.
- [Workflow Triggers: General in 2.0](http://help.dubsado.com/en/articles/3216113-workflow-triggers-general-in-2-0.md): Commonly used workflow triggers for general use.
- [Workflow Triggers: Project Dates in 2.0](http://help.dubsado.com/en/articles/3221471-workflow-triggers-project-dates-in-2-0.md): Automate workflow actions before and after project start and end dates.
- [Workflow Triggers: Client Progress in 2.0](http://help.dubsado.com/en/articles/3269966-workflow-triggers-client-progress-in-2-0.md): Trigger actions in your workflow based on your client's progress! Watch for forms to be completed, payments to be made, and more.
- [Workflow Triggers: Scheduler Appointments](http://help.dubsado.com/en/articles/3360009-workflow-triggers-scheduler-appointments.md): Trigger workflow actions based off on an appointment being scheduled or an appointment start or end time.
- [Workflows with payment plans in 2.0](http://help.dubsado.com/en/articles/4201560-workflows-with-payment-plans-in-2-0.md): Our list of seven "rules" for success when working with payment plans and workflows.
- [Controlling Workflow Automation with Approval and Todos in 2.0](http://help.dubsado.com/en/articles/3210493-controlling-workflow-automation-with-approval-and-todos-in-2-0.md): Add manual control to your workflows by requiring approval and creating todos.
- [Workflow errors in 2.0](http://help.dubsado.com/en/articles/3210710-workflow-errors-in-2-0.md): Common workflow errors and how to handle them.
- [Start a workflow from a public scheduler in 2.0](http://help.dubsado.com/en/articles/6985997-start-a-workflow-from-a-public-scheduler-in-2-0.md)
- [Apply workflows to projects in 2.0](http://help.dubsado.com/en/articles/3186278-apply-workflows-to-projects-in-2-0.md): Learn the three different methods for applying and starting a workflow on a project to choose the best option for your process.
- [Manage your workflows in 2.0](http://help.dubsado.com/en/articles/4632359-manage-your-workflows-in-2-0.md): Edit, remove, force, and mark actions complete in a workflow running on a project, and update your workflow templates.
- [Workflow overview chart in 2.0](http://help.dubsado.com/en/articles/1820523-workflow-overview-chart-in-2-0.md): Getting an overview or chart view of your workflows
- [Setting office hours in workflow in 2.0](http://help.dubsado.com/en/articles/1723958-setting-office-hours-in-workflow-in-2-0.md): Only set workflow emails to send during your business hours
- [Creating and managing tasks](http://help.dubsado.com/en/articles/3637240-creating-and-managing-tasks.md): Manage your todo list, right within Dubsado.
- [Assigning tasks in 2.0](http://help.dubsado.com/en/articles/3639987-assigning-tasks-in-2-0.md): Keep track of who's doing what by assigning tasks to yourself and your multi-users.
- [What is a task board? in 2.0](http://help.dubsado.com/en/articles/1097646-what-is-a-task-board-in-2-0.md): Visually organize a complex todo list into multiple columns with a task board.
- [Creating and managing task boards](http://help.dubsado.com/en/articles/3640252-creating-and-managing-task-boards.md): How to create task boards for general business use and specific client projects.
- [Sharing task boards in 2.0](http://help.dubsado.com/en/articles/1460446-sharing-task-boards-in-2-0.md): Private vs public task boards.
- [I don't see my task on my Dubsado dashboard](http://help.dubsado.com/en/articles/3640041-i-don-t-see-my-task-on-my-dubsado-dashboard.md)
- [I don't see my task on the Dubsado calendar](http://help.dubsado.com/en/articles/3640074-i-don-t-see-my-task-on-the-dubsado-calendar.md)
- [I added a task to a task board, but I don't see it in my task list](http://help.dubsado.com/en/articles/3670658-i-added-a-task-to-a-task-board-but-i-don-t-see-it-in-my-task-list.md)
- [Connect video conferencing in 2.0](http://help.dubsado.com/en/articles/4292626-connect-video-conferencing-in-2-0.md): Connect with Google Meet, GoTo Meeting, Microsoft Teams, or Zoom to generate conferencing links for your scheduled appointments.
- [Connect your QuickBooks Online account in 2.0](http://help.dubsado.com/en/articles/1127984-connect-your-quickbooks-online-account-in-2-0.md): An overview of how Dubsado syncs with QuickBooks and how to connect your account.
- [QuickBooks and tax in Dubsado in 2.0](http://help.dubsado.com/en/articles/4285200-quickbooks-and-tax-in-dubsado-in-2-0.md): If you collect sales tax or use a non-US version of QuickBooks, don't miss this article.
- [Manually sync invoices and payments with QuickBooks in 2.0](http://help.dubsado.com/en/articles/4284843-manually-sync-invoices-and-payments-with-quickbooks-in-2-0.md): Manage your invoices and manually sync invoices and payments with QuickBooks if needed.
- [Understand the Xero integration in 2.0](http://help.dubsado.com/en/articles/4593781-understand-the-xero-integration-in-2-0.md): An overview of how Dubsado integrates with Xero and what to expect.
- [Connect your Xero account](http://help.dubsado.com/en/articles/4554479-connect-your-xero-account.md): Set up the Dubsado integration with Xero accounting software.
- [Manually sync invoices and payments with Xero in 2.0](http://help.dubsado.com/en/articles/4554495-manually-sync-invoices-and-payments-with-xero-in-2-0.md): Manage your invoices and manually sync invoices and payments with Xero if needed.
- [The Xero payment account I want to connect is not showing up in the dropdown in 2.0](http://help.dubsado.com/en/articles/4596540-the-xero-payment-account-i-want-to-connect-is-not-showing-up-in-the-dropdown-in-2-0.md): When connecting a Xero payment account for syncing invoices and payments, make sure it fits these criteria.
- [Connecting with Zapier in 2.0](http://help.dubsado.com/en/articles/909872-connecting-with-zapier-in-2-0.md): Connect Dubsado to Zapier and start automating with over 1,500 more apps!
- [Dubsado triggers and actions in Zapier in 2.0](http://help.dubsado.com/en/articles/3517394-dubsado-triggers-and-actions-in-zapier-in-2-0.md): Explore the different options for triggering Zaps and automating actions in Dubsado with Zapier.

## Mobile App

- [Installing the Dubsado mobile app](http://help.dubsado.com/en/articles/9563035-installing-the-dubsado-mobile-app.md)
- [Notifications in the mobile app](http://help.dubsado.com/en/articles/9563061-notifications-in-the-mobile-app.md)
- [Clients in the mobile app](http://help.dubsado.com/en/articles/9651624-clients-in-the-mobile-app.md)
- [Multi-users in the mobile app](http://help.dubsado.com/en/articles/9563055-multi-users-in-the-mobile-app.md)
- [Using the Events tab in the mobile app](http://help.dubsado.com/en/articles/9563070-using-the-events-tab-in-the-mobile-app.md)
- [All about projects in the mobile app](http://help.dubsado.com/en/articles/9563047-all-about-projects-in-the-mobile-app.md)
- [Creating new projects in the mobile app](http://help.dubsado.com/en/articles/9931286-creating-new-projects-in-the-mobile-app.md)
- [Project notes in the mobile app](http://help.dubsado.com/en/articles/9737525-project-notes-in-the-mobile-app.md)
- [Adding forms to a project in the mobile app](http://help.dubsado.com/en/articles/9563081-adding-forms-to-a-project-in-the-mobile-app.md)
- [Sending forms in the mobile app](http://help.dubsado.com/en/articles/9563085-sending-forms-in-the-mobile-app.md)
- [Countersigning contracts in the mobile app](http://help.dubsado.com/en/articles/9563086-countersigning-contracts-in-the-mobile-app.md)
- [Emailing within projects in the mobile app](http://help.dubsado.com/en/articles/9991654-emailing-within-projects-in-the-mobile-app.md)
- [Using the general inbox in the mobile app](http://help.dubsado.com/en/articles/9991826-using-the-general-inbox-in-the-mobile-app.md)
- [Customizing emails in the mobile app](http://help.dubsado.com/en/articles/9996174-customizing-emails-in-the-mobile-app.md)
- [Scheduling emails to send later in the mobile app](http://help.dubsado.com/en/articles/10293430-scheduling-emails-to-send-later-in-the-mobile-app.md)
- [Creating, viewing, and editing invoices in the mobile app](http://help.dubsado.com/en/articles/9563110-creating-viewing-and-editing-invoices-in-the-mobile-app.md)
- [Applying and editing payment plans in the mobile app](http://help.dubsado.com/en/articles/9563117-applying-and-editing-payment-plans-in-the-mobile-app.md)
- [Viewing, applying, and editing invoice transactions in the mobile app](http://help.dubsado.com/en/articles/9797627-viewing-applying-and-editing-invoice-transactions-in-the-mobile-app.md)
- [Viewing recurring invoices in the mobile app](http://help.dubsado.com/en/articles/9563126-viewing-recurring-invoices-in-the-mobile-app.md)
- [Viewing refunds in the mobile app](http://help.dubsado.com/en/articles/9563132-viewing-refunds-in-the-mobile-app.md)
- [Tap to Pay in the mobile app](http://help.dubsado.com/en/articles/10536114-tap-to-pay-in-the-mobile-app.md)
- [Using the invoice list in the mobile app](http://help.dubsado.com/en/articles/10715308-using-the-invoice-list-in-the-mobile-app.md)
- [Creating appointments and internal events in the mobile app](http://help.dubsado.com/en/articles/9563134-creating-appointments-and-internal-events-in-the-mobile-app.md)
- [Viewing and editing events in the mobile app](http://help.dubsado.com/en/articles/9563137-viewing-and-editing-events-in-the-mobile-app.md)
- [Applying schedulers in the mobile app](http://help.dubsado.com/en/articles/9563140-applying-schedulers-in-the-mobile-app.md)
- [Applying workflows in the mobile app](http://help.dubsado.com/en/articles/9563144-applying-workflows-in-the-mobile-app.md)
- [Managing workflows in the mobile app](http://help.dubsado.com/en/articles/9563147-managing-workflows-in-the-mobile-app.md)
- [Tasks in the mobile app](http://help.dubsado.com/en/articles/9931288-tasks-in-the-mobile-app.md)