Latest updates from the Dubsado team
Originally posted: March 2nd, 2021
We have made an improvement to the way refunds are handled in Dubsado. Now it is more clear how refunds are documented for yourself and your clients.
**note: this feature is on a slow rollout and is releasing to a percentage of our users over the next couple weeks.
When you click Apply >> Refund on an invoice, you'll see an updated modal. You can enter the date, amount, and method for the refund just like before, but now you can choose a percentage amount (whole number percents only) or a fixed dollar amount. Also, you can now enter a note for your client in addition to an internal transaction description.
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Applying a refund now generates a refund receipt that you can manually send to your client. The refund receipt will include the note to your client if you entered one. Clients can also navigate back to the original invoice.
You can find and send refund receipts from the new Refunds tab. Click on the three dots next to the refund to open the receipt in a new window or send it via email to your client.
The default email used to send refund receipts can be customized under Templates >> Canned Emails >> Edit Templates >> Send Refund.
Sending a refund receipt is completely optional. Invoices with refunds automatically include a link to view the receipt.
And just in case you're publicly sharing a scheduler that requires a deposit without a lead capture to create a project (we still don't recommend it), we added an Apply Refund button to the invoice view accessible from Reporting >> Invoices. Previously, if an invoice was generated by a scheduler without a project, there would be no option to apply a refund.
⚠️ Heads up! Keep in mind that applying a refund in Dubsado does not return any money to your client. In a real life situation, always process the refund through your payment processor first, then apply the refund in Dubsado.
In the past, we reported refunds as expenses. This meant that you might not see refunds counted in your chart of accounts if you didn't have a matching expense category for every income category.
Refunds will now be accounted for in your Income. Your gross revenue in this section will be your total income minus any refunds. Refunds are also accounted for in category totals.
Refunds are still applied to the invoice as a whole, distributed evenly across all income categories on the invoice.
Finally, we've updated the look of our filters on the transactions page. In addition to all the filters we had before, you can now also filter by transaction type (transaction or refund).
