Apply Payment Plan to Dubsado Workflow
Cait Potter
|
8 steps
|
14 seconds
Dubsado
1
Navigate to [https://hello.dubsado.com/dashboard](https://hello.dubsado.com/dashboard)
2
Click "Templates"
3
Click "Workflows"
4
Select the relevant workflow (or create a new one).
5
Click here.
6
Click "Select a payment plan"
7
Select the relevant payment plan.
8
Click off of the menu and you're done!