How to Receive Payment in Dubsado
Receiving payment in Dubsado
I love getting emails letting me know that a client has paid their invoice.
I usually get two emails. One from Dubsado and one from my payment processor Stripe if my client pays with a credit card.
Dubsado itself does not process payments. You need to integrate a third-party payment processor with your account to accept payment.
Once you connect your payment processor to Dubsado, your invoices will show a ‘Pay Now’ button. This lets clients pay their invoice quickly and easily.
In this blog post, I’ll take you through how to set up a third-party payment processor in Dubsado. I'll go over the elements you need to set up to receive payment.
What is a payment processor?
A payment processor is a system that handles credit or debit card transactions. It acts as a sort of mediator between them and the bank. It secures the approval for a transaction. It communicates with your client’s bank and transfers the funds into your account.
Payment processors in Dubsado
What payment processor does Dubsado use?
Dubsado can integrate with three different payment processors: Stripe, Square and Paypal.
Each Dusbado account can only connect to Stripe and Paypal OR Square and Paypal. You can’t use both Stripe and Square.
How do I integrate a payment processor with Dubsado?
To connect your payment processor to Dubsado, go to ‘Payments and Invoices’
Choose your country and currency.
Select the payment processor you want to use, and follow the steps to connect it to Dubsado.
Can I use Stripe with Dubsado?
Yes! Using Stripe (now called Dubsado payments) allows clients to pay via credit card or ACH (Automated Clearing House). ACH is an electronic bank-to-bank payment only available to users of certain US banks.
Stripe is my personal favorite to use. I’ve never had an issue with it and I haven’t heard too many people have issues around funds getting blocked either.
Stripe connects to many other platforms. If you have a site on a platform like Kartra or Kajabi, Stripe works as a payment processor so customers can pay via credit card on your site.
One benefit of Stripe is that it allows for clients to use autopay. This allows for automatic payment with a credit card or ACH on recurring invoices.
Stripe charges a fee for processing payments. Currently it is 2.9% + 30¢ per successful card charge. To review the details of Stripe’s processing fees go to their site.
Can I use Square with Dubsado?
Yes! Like Stripe, Square allows clients to pay via credit card. It also allows for autopay on recurring invoices paid with a credit card.
Square charges a fee for processing payments. Currently it is 2.9% + 30¢ per transaction. To check the details of Square’s processing fees go to their site.
Can I use PayPal with Dubsado?
Yes! PayPal allows clients to pay with a credit card or using their PayPal balance.
The downside to PayPal is that you cannot use autopay.
PayPal charges a fee for processing payments. Currently for standard credit card payments the fee is 2.99% + fixed fee. To review the details of PayPal’s processing fees go to their site.
How do I change my currency in Dubsado?
Once your country and currency are set, you can change the currency you invoice in Dubsado. Go to ‘Settings’ → ‘Payments and invoices’ → under ‘Country and currency’ click ‘Edit Settings’ and update your settings.
What if I use other payment platforms or don’t want to use one?
You can still use Dubsado to invoice, but your clients will not have the option to pay directly.
If you accept payment via Zelle, Venmo, check, e-transfer, etc. you can apply those payments manually to Dubsado.
Customize your Dubsado invoices to let clients know how you prefer to be paid
Add a note on all your invoices giving instructions on how you prefer to be paid. This can include an email address where you receive payment via Zelle, Venmo or e-transfer.
Go to your settings (gear icon at the top right)
Go to 'Payment and invoices' and scroll down to Invoice settings
Edit ‘Invoice Terms’
Add any note(s) at the top or bottom of your invoices
Adding invoice terms in Dubsado
How do I manually apply payment in Dubsado?
Go to the project and open the invoice.
On the right hand side, click ‘Apply’ → click ‘Payment’.
Select the date the payment was sent.
Write a payment description (optional).
Select the method of payment: Cash, Check, Credit, e-transfer, PayPal, Stripe, Square, authorize.net, Other.
Set the amount paid.
Click ‘Apply’ and done!
Does Dubsado send receipts?
If you are using Dubsado payments powered by Stripe, your clients will automatically receive a receipt for every payment / transaction.
For other payment processors, you can send a copy of the invoice to them as a proof of payment.
Can I process refunds through Dubsado?
WITH DUBSADO PAYMENTS
If you are using Dubsado Payments, you can process refunds directly inside of Dubsado.
To issue a refund to a client directly in Dubsado, follow these steps:
Go to the project invoice
Click on the three dots ‘…’ beside the payment you want to refund
Click ‘Refund’ for the popup to appear
Type in the refund amount. You can submit the full amount or a partial amount as a refund.
You can add a note to the client (optional) and a description that is only visible to you (optional)
Click ‘Continue’ to see the summary of the refund
Click ‘Refund’ to submit the refund
WITH SQUARE OR PAYPAL
For other payment processors - Square and PayPal - refunds need to be processed through those platforms and not through Dubsado.
Once the refund is processed you can apply the refund to your invoice inside of Dubsado.
Go to the project and open the invoice.
On the right hand side, click ‘Apply’ → click ‘Refund’.
Select the refund date.
Select the method refund is sent: Cash, Check, Credit, e-transfer, PayPal, Stripe, Square, authorize.net, Other.
Set the amount refunded - this can be set as a fixed amount or a percentage of the total invoice.
Add a refund note to your client which will be visible to them.
Add a transaction description which is an internal note and is not visible to your client.
Click ‘Apply’ and the refund will be applied to the invoice.
You can manually send a refund receipt to your client.
Go to the project → Invoices → go to the Refunds tab.
Click on the three dots ‘…’ beside the refund payment → click ‘Send via e-mail’.
Edit the e-mail and send it to your client. Note: you can edit this template in your canned emails. Go to ‘Canned Emails’ → ‘Edit Templates’ → ‘Send Refund’.
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