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How to Create Payment Plans on Dubsado

Setting up your Payment Plans is an essential step in automating your invoicing process.

Even if you always require your client to pay in full, it's still important to create & attach a payment plan to those invoices, because once you do, Dubsado can recognize a tangible due date for any invoice that you send out, and can take the necessary actions to ensure that invoice is paid.

This can look like: sending an automated follow-up email to your client reminding them that their payment is past due, or can simply be a notification for you on your Dashboard so that you are in the know about pending invoices & can take informed action.

To navigate to this section, click on the "Templates" tab in your left-hand sidebar menu.

> Then select "Payment Plans"


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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.

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