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How to Apply a Payment Plan on Dubsado

Your Dubsado account has been set up with one default payment plan.


If you offer alternative payment plans, you'll need to manually apply that to your client's invoice. Here's how:


Step 1: Begin by selecting "Projects" from your left-hand side menu


Step 2: Select the client project in question


Step 3: Navigate to the "Invoices" tab within their project

(If you have multiple invoices with this particular client, you might have to click "Invoice List" to view all of the invoices)


Step 4: Once you've selected your desired invoice, click the dropdown and select which Payment Plan you'd like to apply.

(You might have to click "Remove all" if there is already a payment plan applied)

Step 5: Select your desired Payment Plan and double-check that the due dates and reminder email dates look good + Click Save




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