Creating a "Divide Equally" Payment Plan Template in Dubsado | Scribe

    Creating a "Divide Equally" Payment Plan Template in 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"