1
Navigate to relevant project
2
Click "Invoices" tab
3
Click "Apply"
4
If applying a payment received outside of Dubsado, click "Payment".
If applying a refund, skip to step ???
5
Insert all payment details.
6
Click "Apply"
7
If applying a refund, click "Apply"
8
Click "Refund"
9
Fill in all appropriate information. Remember that this isn't actually refunding your client, it's just noting it for your Dubsado records.
10
Click "Apply"
11
Scroll to the bottom of the Invoice page to see your payment and/or refund applied to the invoice.
