Creating a "Divide Equally" Payment Plan Template in Dubsado
Cait Potter
55 steps
3 minutes
Dubsado
1
Navigate to [https://hello.dubsado.com/dashboard](https://hello.dubsado.com/dashboard)
CREATE YOUR EMAIL TEMPLATES
2
Click "Templates".
3
Click "Canned Emails"
Contract Signed, Invoice NOT Paid
4
Click "New Canned Response"
5
Create a canned email to use as a payment reminder when someone has accepted your proposal/signed your contract, but has NOT paid their first payment *Make sure to include the Invoice Link smart field so they can easily pay.*
6
Click "Save & Close"
Payment Due Soon
7
Click "New Canned Response"
8
Create an email template for notifying your clients when they have an upcoming payment due. I recommend NOT specifying a number of days, and instead just using the smart field for the due date, that way you can use this on all payment plans. *Make sure to include the Invoice Link smart field so they can easily pay.*
9
Click "Save & Close"
Payment Due Today
10
Click "New Canned Response"
11
Create an email template notifying your client that they have a payment due TODAY. *Make sure to include the Invoice Link smart field so they can easily pay.*
12
Click "Save & Close"
Payment Past Due
13
Click "New Canned Response"
14
Write an email template notifying your client that they are past due on a payment and letting them know what will happen if they do not remit payment promptly. Note that Dubsado cannot automatically apply any kind of late fee, so this is more for encouraging the client to pay rather than describing what Dubsado will actually do on its own. *Make sure to include the Invoice Link smart field so they can easily pay.*
15
Click "Save & Close"
CREATE THE PAYMENT PLAN TEMPLATE
16
Click "Templates"
17
Click "Payment Plans"
18
Click "Create new template"
19
Rename your Payment Plan as appropriate.
20
Click "Add installment"
Installment #1
21
Click "(TBD) - Click to set due date"
22
Click "Relative"
23
Click "after contract signed by client"
24
Click "Add reminder"
25
Change the number field to a 1-3 days, your choice.
26
Change this field to "after due date"
27
Select your canned email template for the first payment not being paid.
28
Click "Apply"
Installment 2
29
Click "Add installment"
30
Click "(TBD) - Click to set due date"
31
Click the "Relative" field.
32
Change the number field to "30" (or however many days before the event that's correct).
33
Click "Add reminder"
34
Change the number to the number of days BEFORE the payment is due that you want to send your first reminder.
35
Select your canned email template for "Payment Due Soon".
36
Click "Apply"
37
Click "Add reminder"
38
This modal defaults to "0 days before project start date", so you don't need to update anything in that section.
39
Select your canned email template for "Payment Due Today".
40
Click "Apply"
41
Click here.
42
Click "Add reminder"
43
Click this number field - change it to the number of days AFTER the due date that you want to send your first "past due" notice.
44
Click "after due date"
45
Select your canned email template for "Payment Past Due".
46
Click "Apply"
Tip! Repeat the Past Due steps for as many reminders as you want to program in. Clients will only receive these reminders if they HAVE NOT PAID, so don't be shy about the number you create!
Repeat this for as many installments as are included.
APPLY THE TEMPLATE
Now that you've made your payment plan, you want to USE it. There are 3 ways to do so:\ 1. On a Workflow Template\ 2. On a Proposal Template\ 3. On a Client Project
Workflow
47
Navigate to [https://hello.dubsado.com/workflow/](https://hello.dubsado.com/workflow/)
48
Select the workflow that will have the Payment Plan template applied and click the gear icon.
49
Click "Select a payment plan" & apply your new template.
Proposal
50
Click "Forms"
51
Select the proposal where you want it to be applied.
52
Click this Settings icon on the left.
53
Click "Select a payment plan to apply" & apply your new template.
Client Project
54
I've got another tutorial all about how to apply this directly to a client project. Click here to open it! <https://caitpotter.com/how_to/add-payment-plan-to-invoice/>
55
Take a bow, you did it!
Creating a "Divide Equally" Payment Plan Template in Dubsado
Cait Potter
55 steps
3 minutes
Dubsado
1
Navigate to [https://hello.dubsado.com/dashboard](https://hello.dubsado.com/dashboard)
CREATE YOUR EMAIL TEMPLATES
2
Click "Templates".
3
Click "Canned Emails"
Contract Signed, Invoice NOT Paid
4
Click "New Canned Response"
5
Create a canned email to use as a payment reminder when someone has accepted your proposal/signed your contract, but has NOT paid their first payment *Make sure to include the Invoice Link smart field so they can easily pay.*
6
Click "Save & Close"
Payment Due Soon
7
Click "New Canned Response"
8
Create an email template for notifying your clients when they have an upcoming payment due. I recommend NOT specifying a number of days, and instead just using the smart field for the due date, that way you can use this on all payment plans. *Make sure to include the Invoice Link smart field so they can easily pay.*
9
Click "Save & Close"
Payment Due Today
10
Click "New Canned Response"
11
Create an email template notifying your client that they have a payment due TODAY. *Make sure to include the Invoice Link smart field so they can easily pay.*
12
Click "Save & Close"
Payment Past Due
13
Click "New Canned Response"
14
Write an email template notifying your client that they are past due on a payment and letting them know what will happen if they do not remit payment promptly. Note that Dubsado cannot automatically apply any kind of late fee, so this is more for encouraging the client to pay rather than describing what Dubsado will actually do on its own. *Make sure to include the Invoice Link smart field so they can easily pay.*
15
Click "Save & Close"
CREATE THE PAYMENT PLAN TEMPLATE
16
Click "Templates"
17
Click "Payment Plans"
18
Click "Create new template"
19
Rename your Payment Plan as appropriate.
20
Click "Add installment"
Installment #1
21
Click "(TBD) - Click to set due date"
22
Click "Relative"
23
Click "after contract signed by client"
24
Click "Add reminder"
25
Change the number field to a 1-3 days, your choice.
26
Change this field to "after due date"
27
Select your canned email template for the first payment not being paid.
28
Click "Apply"
Installment 2
29
Click "Add installment"
30
Click "(TBD) - Click to set due date"
31
Click the "Relative" field.
32
Change the number field to "30" (or however many days before the event that's correct).
33
Click "Add reminder"
34
Change the number to the number of days BEFORE the payment is due that you want to send your first reminder.
35
Select your canned email template for "Payment Due Soon".
36
Click "Apply"
37
Click "Add reminder"
38
This modal defaults to "0 days before project start date", so you don't need to update anything in that section.
39
Select your canned email template for "Payment Due Today".
40
Click "Apply"
41
Click here.
42
Click "Add reminder"
43
Click this number field - change it to the number of days AFTER the due date that you want to send your first "past due" notice.
44
Click "after due date"
45
Select your canned email template for "Payment Past Due".
46
Click "Apply"
Tip! Repeat the Past Due steps for as many reminders as you want to program in. Clients will only receive these reminders if they HAVE NOT PAID, so don't be shy about the number you create!
Repeat this for as many installments as are included.
APPLY THE TEMPLATE
Now that you've made your payment plan, you want to USE it. There are 3 ways to do so:\ 1. On a Workflow Template\ 2. On a Proposal Template\ 3. On a Client Project
Workflow
47
Navigate to [https://hello.dubsado.com/workflow/](https://hello.dubsado.com/workflow/)
48
Select the workflow that will have the Payment Plan template applied and click the gear icon.
49
Click "Select a payment plan" & apply your new template.
Proposal
50
Click "Forms"
51
Select the proposal where you want it to be applied.
52
Click this Settings icon on the left.
53
Click "Select a payment plan to apply" & apply your new template.
Client Project
54
I've got another tutorial all about how to apply this directly to a client project. Click here to open it! <https://caitpotter.com/how_to/add-payment-plan-to-invoice/>
55
Take a bow, you did it!
