How to Create Payment Plans on Dubsado
- Bloom Team
- Feb 5, 2023
- 1 min read
Updated: Jan 2
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"
Feel free to use our sign-up link to start your free trial with Dubsado, PLUS get a 30% discount once you're ready to subscribe.
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