How to Set Up a Custom Payment Plan in Dubsado | Scribe

    How to Set Up a Custom Payment Plan in Dubsado

    1
    Navigate to [https://hello.dubsado.com/dashboard](https://hello.dubsado.com/dashboard)
    2
    Click "Projects"
    3
    Navigate to the appropriate project.
    4
    Click "Invoices" tab
    5
    If a payment plan is not already applied, then select the appropriate payment plan. If there is already a payment plan there, then skip to the next step.
    6
    Begin customizing. You can "Add installment"
    7
    Click "(TBD) - Click to set due date" to customize any due dates after the first one.
    8
    You can choose between a relative due date, fixed due date, or TBD. I recommend keeping the "Amount Due" as "divide equally" so that you can easily add and remove installments as needed.
    9
    Click "Add reminder" to add reminders for this due date.
    10
    Click "Apply" on the reminder modal.
    11
    When done customizing, click "Save".