Manually apply payment/refund to invoice

    • |
    • 0 step |
    • 20 seconds
    Navigate to relevant project
    Click "Invoices" tab
    Click "Apply"
    If applying a payment received outside of Dubsado, click "Payment". If applying a refund, skip to step ???
    Insert all payment details.
    Click "Apply"
    If applying a refund, click "Apply"
    Click "Refund"
    Fill in all appropriate information. Remember that this isn't actually refunding your client, it's just noting it for your Dubsado records.
    Click "Apply"
    Scroll to the bottom of the Invoice page to see your payment and/or refund applied to the invoice.
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