top of page

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


Make a Post in our

Community Forum!

I'll be glad to answer your questions and hopefully,

others can learn something new as well!

Don't have any questions? No problem! Let's chat

about what you liked most about this lesson :)


Hi, I'm Ashley!

I'm the founder, head creator & hype girl behind Bloom Creator Studio – an intentional brand strategy studio helping eager entrepreneurs develop an effective and strategic approach to standing out online.

I created Bloom Creator Studio to serve as a platform for enrichment and connection. My main priority is for all of us to learn and grow within our businesses, and to empower and lift each other up as we do so. 

we all rise together!

Chat with Our Community!

bottom of page