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