Originally posted: February 7th, 2022

Update

• 🔒New Security Update🔒
• Now when you search for a project in the project search bar, you’ll be able to quickly see if a project is archived. An “Archived” status will be shown next to the project name.
• Now when you edit an email from within a “Send Appointment Scheduler” workflow action, you’ll find the smart fields to send scheduler and scheduler group links. 📤

Bugfix

• Fixed an issue where the client’s name wasn’t appearing on the invoice when paying a booking deposit. Now it will appear as it should. 🧾
• Fixed an issue where subtotals were not displaying properly in various places across Dubsado. But we’ve rounded up all the numbers and they’ve agreed to cooperate. Well, we didn’t round up the numbers. You get it. 🤠🐑
• Fixed an issue where some outgoing emails were being seen duplicated on the receiving side of an email thread. 👯‍♀️
• Fixed an issue where some users reported seeing a “Customer already exists” error payment info with a tax ID.
• Fixed an issue where a duplicate client entry would be created in the address book through a public proposal attached to a scheduler.
• Fixed an issue where you couldn’t remove tags from an “Add Tag” workflow action without applying more tags first. Weird, huh? Now it will work properly.
• Fixed an issue where applying a 100% discount to an invoice would not mark it as paid. Now it will! Additionally, if a payment has already been applied to an invoice, you will no longer be able to apply a 100% discount. 🧮
• Fixed a rare issue where the contract status on the Projects page was not updating. 🔃
• Fixed a rare issue where the signature field on contracts and sub-agreements was allowing clients to select the date. The date will now populate automatically. 📅
• Fixed an issue where recurring invoices could be edited after they started. Not good. Now if you wish to make any changes to a recurring invoice, you’ll have to stop it and start a new one.
• Fixed an issue with signature timestamps. Now the date and time will be displayed according to your brand’s locale settings. 🌎

Originally posted: January 5th, 2022

A small but heavily requested feature for you today! When you search your projects in Dubsado, you’ll now see an archived badge next to any projects that have been archived. This will allow you to quickly see those projects that are active or archived.

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Originally posted: December 23rd, 2021

Update

• Updated Reporting >> Invoices to be read-only. It was always intended to be this way, so...now it is. 😎
• You can now put smart fields into the header and footer of the invoice terms. You can head to Settings >> Receive Money >> Invoice Options >> Edit Terms.
• Now if a client is logged into their portal and you send them a private form, clicking on the form link will automatically take them to that form. Much smoother process. ⛸️⛸️
• Xero users: Now if you apply a payment that is more than the total of your invoice and try to sync it, the error status in Dubsado will display a message saying, “Payment amount exceeds the amount outstanding on this document”.
• You can now only attach files to emails and questionnaires up to 8mb. 📎

Bugfix

• Fixed an issue where the table borders were not properly displaying on a package element. 📦
• Fixed an issue where downloading an invoice as a PDF would remove the notes, invoice terms, and client information. Yeah...that wasn’t supposed to happen. Now everything will be included in the PDF. ✅
• Fixed an issue where the countersignature button on a contract was lingering even after it had been signed. Begone, button! 💥
• Fixed an issue where the view for your tasks would show the ‘Incomplete’ category after deleting a task, even if you were viewing the ‘Completed’ or ‘All’ categories.
• Now hovering over the “Error” status on an invoice found in Reporting >> Invoices will show you the cause of the error. ⚠️
• Fixed an issue with the scheduler where, after selecting a date for an appointment, clicking the back arrow would not allow you to change the date. Now you’ll be able to go back select a new date as desired. 📆
• Fixed an issue with Reporting >> Invoices where a remainder would appear on any invoice with tax and a discount applied. Now all past affected invoices and all future invoices will display properly.
• Now hyperlinks contained in package elements will open in a new tab.
• Now when a scheduler is created within a project and a form is attached, that form will be linked to the project rather than the client’s profile. *This only affects projects moving forward, not past projects.
• Fixed a rare issue where some payment plans were not applying to to recurring invoices.
• Now when you apply a proposal to a project with a primary invoice that’s been paid, the invoice progress bar will adjust to account for any new unpaid line items.
• Fixed an issue where clients could no longer access their invoices via their client portals. This was an issue with the autopay update and has been addressed.
• Fixed an issue where client portals were reading Lisbon, Portugal as Central European Time (CET), when it should be Western European Time (WET). It now correctly shows WET.
• Fixed an issue where the refund tab on an invoice would not open if the scheduler containing the invoice was created inside the project.
• Fixed an issue where the “Discount Type” dropdown wasn’t opening after clicking the down arrow.
• Fixed an issue where the “Apply Discount” section was still appearing on recurring invoices even though discounts cannot be applied to recurring invoices. Sorry for the confusion!
• Fixed an issue where a scheduler with a non-public proposal and a deposit attached would not have a client connected to the deposit transaction. Now a client will be properly assigned to that transaction.
• Fixed an issue where QBO tax codes were not importing over a certain amount. We increased the amount to 200.
• Fixed an issue where a late workflow action would show as if the action was marked, but the checkmark disappeared after a few seconds. Now you will see an error message reading, “Too late to send”.
• Fixed an issue where the date and IP was not showing up on contracts and sub-agreements.
• Fixed a rare issue where the gratuity option was not showing up on some invoices. It was just being shy. ☺️
• Fixed an issue where invoices were automatically syncing to QBO even if automatic syncing was turned off.

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Originally posted: December 14th, 2021

Update

• Removed text that said "No schedule found" for a relevant smart field when a payment plan was missing.
• Now the "Email from name" brand setting has been updated yo "Send email as". If you have a Microsoft email connected, this setting will default to the name set within your Microsoft account.
• Updates have been made to the backend services pulling in calendar events from Cronofy. In English: It will be more reliable now. 💪

Bugfix

• Fixed an issue where the "Apply to Invoice" button was not...well, doing that. You had one job, button.
• If a deactivated brand has a multi-user, they will no longer receive notification emails for any actions within that brand.
• Fixed an issue where a multi-user on Safari would see misaligned text when hovering over a cancelled brand on the brand list page. It was Safari's fault. 🤷
• Fixed an issue where the payment reminder preview was not displaying on mobile.
• Fixed an issue where payment reminders could be edited after they were already triggered. Time paradoxes are dangerous business, folks. ⏳
• Multi-users in a deactivated brand will now be directed to the brand list page.
• If your subscription payment fails, the billing card under your subscriptions will now let you know that the last payment failed.
• Now all free additional brands created for an alternate currency will be labeled "Additional Currency Brand".
• Fixed an issue where a user's billing would fail, then they would cancel the subscription, but Stripe would attempt to retry the payment. Now the subscription will be properly canceled.
• Fixed a rare issue where if a client added a percentage-based tip, it would successfully process on Stripe but not appear on the invoice in Dubsado. 🤑
• Fixed a rare issue where some users reported not seeing a "To" section on the invoice. Spooky stuff.
• Images in email signatures will now be correctly formatted. 🖼️
• Fixed an issue where invoices with percentage-based installments were not showing the calculated amount due when viewing the invoice under Reporting>>Invoices.
• Fixed an issue where public forms under brands

Originally posted: December 8th, 2021

Your clients can now enroll in automatic payments for payment plan installments, as long as the invoice is eligible. Once enrolled in autopay, your client will be automatically charged on each installment due date!

Why we developed it

Our goal for this feature is to help our business owners collect more payments on time with less involvement from their clients. Even with payment reminders, business owners have told us that their clients would like to "set it and forget it" when it comes to payments, and if this feature works for your business, you can now set it and forget it.

Who this feature is for

This feature is perfect for anyone who has a predictable, standardized invoicing process. After they send an invoice to a client, they will not be changing that invoice. So whether you're a photographer and have a payment plan on an invoice, clients can set up autopay leading up to their big day. Or say you're a coach wanting to set up a 6 month coaching package on an invoice, or you are a web designer and payments are due at specific points. This feature can work for many types of businesses.

About this feature

When autopay is available (see criteria below), the option to enroll will appear below the credit card field during the payment process. Clients can start this process by clicking Pay Now on an installment.

In these release notes

• Autopay eligibility
• Managing autopay on a payment plan
• Autopay notifications
• Autopay and invoice changes

Autopay eligibility

Payment plans must meet a few criteria in order to be eligible for autopay. If a payment plan is not eligible for autopay, your client will not see an option to enroll.

The requirements for payment plans are:

• There must be more than one installment in the payment plan.
• All installments in the plan must show a specific due date (no TBD due dates).
• No more than one installment can be overdue.

There are also a few payment requirements:

• You must have Stripe or Square connected to Dubsado.
• Your client must click Pay Now for a specific installment in the plan.
• Your client must choose Pay with Card if shown the option (Stripe e-Check and PayPal are not compatible with autopay).

👋 Here's a tip... if the invoice is eligible, autopay for payment plans will work on invoices you create from scratch, as well as invoices created by proposals or workflows.

Managing autopay on a payment plan

After your client enrolls in autopay on a payment plan, they can return to that invoice at any time to update their payment method or cancel autopay.

You'll be able to see whether autopay is turned on for a payment plan by opening the invoice in the client's project:

Autopay notifications

Automatic email notifications will send whenever there's a change to automatic payments for a payment plan.

Client notifications

There are three client notification emails for autopay:

• Autopay Enrollment Confirmed: sends immediately after your client enrolls in autopay on a payment plan.
• Autopay Cancelled: sends if autopay is cancelled by you or your client.
• Autopay Failed: sends if an automatic payment fails and asks the client to pay the invoice manually to update their payment method.

These emails send automatically and cannot be turned off because they communicate important information to your clients. However, they can be customized under Templates >> Canned Emails >> Edit Templates.

👋 Here's a tip... we recommend customizing the client notification emails to fit your brand voice. As you customize the emails, try to keep the content roughly the same so that your clients receive the correct information.

User notifications

We have two system notification emails for autopay. You can adjust your preferences for these notifications under Settings >> Notifications.

• Alert me when autopay has been cancelled
• Alert me when an automatic payment has failed

Autopay and invoice changes

Once your client enrolls in autopay, we restrict certain invoice and project changes to protect your client from any surprise charges.

Autopay will be turned off for the invoice if you change:

• the invoice total by adding or removing line items or discounts
• the quantity of any invoice line items
• an installment due date
• an installment due amount
• the total number of installments
• the remaining balance by applying a manual payment

If you have payment plan installments watching a project date or contract, autopay will also be turned off if you:

• remove or change the project date
• remove a signed contract

Don't worry, we'll warn you so you can decide whether you'd like to proceed with one of these changes. If you do, autopay for that invoice will be turned off and your client will be notified via email that their autopay was cancelled. Your client will be able to re-enroll in autopay if the invoice still meets the eligibility criteria.

👋 Here's a tip... if you'd like your clients to take advantage of autopay on payment plans, we recommend having an invoicing process that doesn't involve making changing the invoice after it's been sent to the client.

FAQ

Where is my client's credit card information saved?

The payment processor (Stripe or Square) connected to your account will securely save the credit card details needed to process the automatic payments.

What if my client forgets to enroll in autopay on their first payment?

Your client will be able to enroll in autopay on a future payment if there is more than one unpaid installment remaining.

Can I enroll on behalf of my client?

No, your client must turn on autopay after entering their own payment information.

Can my client opt-out or update their billing?

Yes. Your client can turn off autopay or update their credit card from the invoice.

What happens if my client's payment fails?

Your client will receive an email with a link to the invoice so that they can manually pay and update their credit card information. You can edit this automatic email under Templates >> Canned Emails >> Edit Templates >> Autopay Failed.

As long as there is no more than one overdue payment, your client will be able to re-enroll in autopay by paying their missed payment on the invoice.

Does this work on recurring invoices?

Recurring invoices already have an autopay option for that invoice as a whole. You can read more about autopay on recurring invoices here.

Originally posted: December 1st, 2021

Earlier this year, we launched our Microsoft email integration and made it easier for you to connect your Microsoft email to send outgoing messages.

Today, we're happy to share that our Microsoft email integration now makes it easy to receive incoming emails from clients, too! No need to bother with email forwarding settings.

This update also improves the reliability of receiving client emails in Dubsado if you have a Microsoft email connected. We strongly recommend following the steps below to update your connection if you previously connected a Microsoft email!

To update to the latest version of the Microsoft email integration:

1. Go to Settings >> Emails.
2. Click the trash icon next to your email address to disconnect your email.
3. Click Sign in with Microsoft.
4. Sign in to your Microsoft account and follow the prompts on screen.
5. Back in Dubsado, under Import client emails, turn the toggle On if you'd like to see emails from your clients appear in Dubsado.
6. In your Microsoft account, turn off email forwarding under Settings >> Mail >> Forwarding (if you previously set up email forwarding to Dubsado).

If you'd like to learn more about how emails work in Dubsado, or more about connecting your Microsoft email, check out the articles below:

Learn Dubsado email integration basics
Connect your email with Microsoft

👋 Here's a tip... if you don't use a Microsoft email account with Dubsado, there's no need to make any changes.

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Originally posted: November 5th, 2021

Feature

• Changing the name of a calendar event in Dubsado will now be properly reflected in your connected calendar. 🗓️
• Updating project details will no longer remove the client information from event on your connected calendar. 🗓️
• Fixed an issue where the notification email for a filled lead capture form would not show all of the answers a client filled out. Now everything will properly be displayed. 🖥️
• Fixed an issue where the time entered within the "Edit Payment" modal of a project was set according to the time zone of the device used. Now the time will be saved according to your brand's time zone. 🌐
• The pre-generated canned email “Clients - Check In/Pre-Event” had a faulty smart field. 😢 It's been fixed for all new users. Current users have not been affected.
• When a multi-user is removed from a brand, their tasks will now be properly unassigned.
• Fixed an issue where the the rounding calculations for the time tracker were different than the invoices. No more discrepancies. 🔍
• Fixed an issue where the dates displayed in the "Select Date" modal did not match the current project dates. It was only a visual bug, but it's been squashed 👞🪲
• Fixed an issue where the end time of a project would not always properly display.
• The date picker used for selecting a fixed payment due date will now be formatted according to your location settings (DD/MM/YYYY or MM/DD/YYYY).
• In small browser windows, package templates with long titles will no longer extend into the ether. 🌌
• When writing a payment reminder email, you'll now see new payment plan smart fields.
• Fixed a rare issue where form expiration dates were being set incorrectly.
• Fixed an issue where images in emails (particularly in signatures) were not being properly sized in the address book and the email tab of a project. Now all should display as intended. 🖼️
• Fixed an issue where a ghost message was briefly appearing on some proposals saying, "This form can no longer be used. Please contact the owner of ___". Halloween's over. No more ghosts. 👻🚫
• Fixed an issue where installment reminders were not showing the proper send date.
• Fixed a rare issue where due dates of installments due "X days after contract signed" were not being calculated correctly.
• Fixed an issue where conferencing links added to appointments were not loading consistently.
• In Firefox, the payment plan canned email dropdown list will now display in alphabetical order. 🔠
• Fixed an issue where the "Add" button on the project invoice list was not working on smaller screen sizes. 📱

Originally posted: October 1st, 2021

Update

• ✨Redirect URL update✨
• ✨Redirect URL update: The Sequel✨
• Now when you bulk delete/archive emails from your inbox, you'll no longer be stopped for an extra confirmation. You'll still see a message pop up in the corner, but it won't get in the way of your relentless email cleansing. More power to you. 💪
• Now when clients are logged into their client portals, they'll be able to access any private form link without having to re-enter the password, even if the link is found outside of the portal. If they are not logged into the portal and the portal is not password protected, they will not be able to access those private form links. 🔐
• ✨New smart field✨
• "Task boards" are now consistently named throughout the platform. 🤓
• You can now click on the "Open Invoices" widget on your dashboard to see all of your unpaid, in progress, and overdue invoices. 💰

Bugfix

• Fixed a rare issue where styling/code from an email was breaking the inbox when the email was viewed. Now the inbox view will look the way it should no matter what. 🖼️
• Fixed an issue where multiple appointments could be booked for the same time. That's still an option, but...this was a bug. 🐛
• Fixed an issue where clients were able to log into their portals via a public portal login screen by entering their email address twice. 🔒
• Fixed an issue where the hyperlinked fields in a project's side menu were cutting off the URL. Now the entire field will be shown in all its glory. 🌅
• Fixed an issue where numbers were not properly displaying in the previews for mapping fields during a bulk client upload using a CSV file. That sentence was a marathon. Well done. 🏃🥇
• Fixed an issue where discounts were not properly being calculated in your chart of accounts. 🧮
• Fixed a rare issue where some fully-paid invoices were still marked as "In Progress".
• Fixed an issue where TBD due dates on payment plans would show the project date. Rest assured—this was only a visual bug. It has been squashed. 🥾
• Fixed an issue where payment plan templates could not be created within proposals or the "add invoice" workflow action. It's good to go and error-free now. 😊

Originally posted: October 1st, 2021

We have added a new option for the “Bill-to” section on invoices. This new option now allows you to include both the Client Name AND Company Name in that section. The option is available as both a brand setting and as a per project setting accessible in the Invoice Options tab within a project.

When used, the information will be formatted in the following way:

To make this a global setting, head to settings, then receive money. Next click the invoices tab and you can make the adjustments there.

To adjust per project (great if you want to show for some clients and not the others), head into the desired project. Click that project's invoice tab. Then click invoice options and override the settings there under the invoice options section.

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Originally posted: September 29th, 2021

With bulk tags you can now quickly apply project tags to multiple projects from the projects page (how many times did I say projects in that sentence 😅)

Here's how to apply your bulk tags:

Step 1: Go to the projects page
Step 2: Check all projects or multiple projects you'd like to apply the same tags to.

Step 3: Select one or multiple tags and then click "add tags".

And there you have it. They are now on all the projects you selected.

For more info on project tags and how to use them for your business, read here.