top of page

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"



 

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.




DID ANYTHING COME UP FOR YOU THROUGHOUT THE TRAINING?

Make a Post in our

Community!

We'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 :)


IMG_1336.jpg

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