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Manually Sending Invoices on Dubsado

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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