We've set up your Dubsado account to take payments as automatically as possible But still, there may be instances when you'd like to send an invoice manually.
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 -- If you have yet to create the invoice, you may click "Add")
Step 4: Once you've selected your desired invoice, click the dropdown and select which tax you'd like to apply (if any).
**Note: you MUST have a tax category applied to all invoices if your Dubsado account is set to sync with a 3rd party Accounting Software such as Quickbooks)
Step 5: Select one of the Payment Plans we have created for you (these will already have automated email reminders connected to them) + Click to Save
Step 6: Either click the dropdown menu "Send" and select an option to send out the invoice, OR, simply double-check that the due dates & reminder dates have pre-populated properly, and let Dubsado auto-send the invoice relative to the corresponding payment due date.
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