Originally posted: April 21st, 2021

Today we're releasing a feature that allows you to quickly and easily close an invoice that will no longer be paid. Over the past year, we know many business owners in our Dubsado family have had more projects and events being cancelled than usual. And there are always those potential clients who submit a proposal and disappear, leaving an open invoice behind. Now, you can confidently handle either situation in Dubsado!
​

👉 Note: This feature is being rolled out to all Dubsado accounts over the next few days. If you don't see the option to close invoices in your account just yet, check back soon!

Close an invoice

To close an invoice, just go to Apply >> Close Invoice. In the modal that appears, you can add a note to this transaction that will be visible to you and your client. Then click Apply to close the invoice.

When you close an invoice:

• An uncollectible balance will be applied to cover the total remaining unpaid balance. This will help you keep track of income you were not able to collect.
• If there is a payment schedule, unpaid installments will be marked as Closed and payment reminders will be removed.
• Your client will see the uncollectible balance on their view of the invoice, along with any notes you added.
• Your client will not be able to make further payments on the invoice while it is closed.
• You can re-open the invoice at any time by clicking on the trash can next to the uncollectible balance.
• Consider archiving the project if it will no longer be going forward.

Reopen a closed invoice

Closing an invoice is not permanent. You can reopen a closed invoice at any time if your client returns and would like to continue their project.

To reopen an invoice, go to Apply >> Reopen Invoice. Payment schedule due dates and reminders will be restored, but you may need to adjust the dates if too much time has passed.

👋 Here's a tip... any action that would change the invoice total, such as adding or removing line items, will cause the invoice to re-open. You'll be prompted with an alert so that you can decide whether you'd like to continue with your changes and re-open the invoice.

Closed invoices and reporting

Closing an invoice generates an uncollectible balance. This represents the remaining balance of an invoice that you no longer expect to be paid.

Under Reporting >> Chart of Accounts, you can see your total uncollectible balance in each income category. Uncollectible balances do not affect your gross revenue. They are just a way to keep track of income you were not able to collect.

Under Reporting >> Transactions, you can use the transaction type filter to show or hide uncollectible transactions.

We've also improved how we treat invoices when you archive a project with a lead status. Previously, invoices were automatically deleted any time you archived a lead.

Now when you archive a lead, any invoices that have an open balance will be closed and only empty invoices will be deleted. This is perfect if you sent an invoice and still want to have a record of it even though the client didn't follow through. Archiving a project with a job status will not affect the invoices on that project.

Finally, we've made a small update to the invoice progress bars on the Projects page! You can now hover over the progress bar to see the amount paid, unpaid, or uncollectible. These progress bars only reflect the primary invoice on each project for now, but based on your feedback, we look forward to showing the total from all invoices from the project in the future.

To learn more about closing invoices, check out our help center article.

​

Originally posted: April 14th, 2021

Hope everyone's week went well. It was a busy week here at Dubsado HQ. We had a HUGE planning meeting with our product and development teams to discuss and plan all that will be happening in Q2. We hit the ground running and are looking forward to sharing it with you in the near future! For now, here are some bug fixes we did this week.

Bugfix

• Fixed an issue where some users were receiving a "Domain is Required" error message while attempting to verify/use their CNAME. Our developers are currently putting on their detective hats and investigating other CNAME-related issues to see what they can do. Develtives. Detectopers. Wow, really thought that would work better. 💻🕵️
• Now when choosing which field to map to a short answer or date on a form, you can select 'None'. Much better than having to delete the entire field, right? Babies, bathwater, etc.
• The project 'Address' smart field will no longer add an extra line break if a country has not been added.
• Fixed an issue where sent payment reminders were being displayed in red text on the payment schedule within the invoice. Now they will appear in green, along with the time they were sent. Helpful! ✅
• Fixed an issue on the transactions page where setting the start and end dates to the same day would not show any transactions.
• Fixed an issue that caused form reminders to be duplicated when the form was saved.
• Now when you apply a task board to a project, all of the tasks will be properly assigned to that project. Say goodbye to adding dates to each individual task, and hello to...not...doing that...

Originally posted: April 9th, 2021

I feel like I just posted last Friday's bug report fixes and here we are another week has flown by us! Happy Friday. The first week of Q2 was off to a rockin' start in Dubsado-land. Continuing to develop some new features and other updates. We cannot wait to show you, for now, here are our bug fixes for this week.

Bugfix

• Added a new smart field for your business email address. Woohoo! You can find it under the 'Business' category when selecting a smart field.
• Added a new confirmation pop-up when you add a 4th, 11th, or 21st additional user to your brand. You'll be notified that, should you choose to proceed, you'll transition into a higher pricing tier. Movin' up in the world. 💪
• The forms in the template library will now be displayed from newest to oldest, and two new form templates have been added. ✨📋
• Fixed an issue where a lead capture notification email would only show the new information that a returning client would fill out. Now all of the information will be displayed in the email. More is better! ➕
• If you are connected to the Microsoft API for sending emails, you'll now be able to receive BCC copies of emails sent from your brand if that setting is enabled.

​

Originally posted: March 26th, 2021

We are bringing you another round of bug fixes to wrap up this wonderful week.

In case you missed it, we launched a smoother email integration with Microsoft 365. Check that out here.

Bugfix

• Payment reminders will now send when they are scheduled to send. No more delays! ✨ (This is a rolling release. Everyone should have this soon)
• Improved stability of Google email connection
• Brought ACH integration up-to-date. This probably doesn't mean much to you. And that's okay. ❤️
• Fixed an issue where users could apply or edit payments that were greater than the invoice total.
• Added a confirmation pop-up when you click 'Subscribe' on an additional brand. It used to be that you'd be immediately charged after clicking that button. What if your finger slipped?! Scary. But fret not—it's been fixed. 🔧
• The "Client Area Sign in" text, where the client signs in to their portal, has been changed from green to gray. Now it matches the rest of the text. It's the little things 🕵️

Originally posted: March 23rd, 2021

Connecting an Outlook or Microsoft-managed email account with Dubsado just got easier! Our new Microsoft Office 365 integration allows you to sign in with Microsoft to connect your email to Dubsado for outgoing emails.

Although not required, if you connected an Outlook or Microsoft-managed email account to Dubsado via SMTP we do recommend re-connecting through the new integration for more stability! Under Settings >> Emails, just click on the trash can icon next to your connected email to disconnect and you'll see the new sign in option.

This integration will work for anyone who logs into their email through the cloud version of Outlook including:

• @outlook.com email accounts
• custom domain emails set up for Microsoft Office 365 (offered through GoDaddy)

Just head to your Settings >> Emails and click Sign in with Microsoft. Once you sign in, your Dubsado brand will be set up to send outgoing emails using your connected email address.

If you'd like to see incoming email replies from clients in Dubsado, there are just a few more steps.

https://downloads.intercomcdn.com/i/o/291826632/48851621e9da3a6cd548e4cc/Screen+Shot+2021-01-25+at+16.13.09.png"/>

1. Copy the Brand Email address shown.
2. Outside of Dubsado, log in to Outlook at https://outlook.live.com/.
3. At the top of the page, go to Settings (the gear icon) >> View all Outlook settings.
4. Go to Mail >> Forwarding.
5. Select Start Forwarding.
6. Paste the brand email address into the forwarding address field.
7. Check the box for Keep a copy of all forwarded messages.
8. Save.

Thats it! Your Dubsado brand should now be set up to send and receive client emails with your Microsoft-managed email account.

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 already have your email connected to Dubsado, there's no need to take action. If you are experiencing connection troubles with an Outlook or Microsoft-managed email account, you can disconnect and re-connect using the new integration!

​

Originally posted: March 19th, 2021

Our development team just used to consist of one, Jake, our co-founder. Now we have a team of about 15 incredible developers.

They are split up on 3 teams:
Customer Experience
Platform Infrastructure
And our second Dubs HQ in Canada (they are working on a super secret project right now)

It is always easy to think that all these awesome devs do all day is create new, fun features, but it isn't always the case. They work on other cool, important things like site improvements, squashing bugs, and making sure our site infrastructure stays in tip-top shape...and features too. They do a lot. And we are so thankful for them and all they do.

Below are some of the bugs knocked out this last week.

Bugfix

• Improved dashboard loading ⚡
• Fixed an issue on mobile where emails sent via workflow would force the text to be center-aligned. Many emails were upset by this and we totally understand; they were justified. 😃
• Fixed an issue on mobile where Safari would crash if Dubsado was opened from a bookmark. Weird, right? Just be sure you update to the most current iOS.
• Fixed an issue where the full income category name would not be displayed in the dropdown of the invoice line item editor.
• You will now be able to apply an updated package template to any proposal templates containing that package, even if the package is in a column.
• Your account will now automatically log out if inactive for 3 days. This was added as a security measure. 🔒💪

Originally added: March 10th, 2021

A new smart field was created to populate the discount amount on your invoice. This is perfect if you wanted to use a smart field to show in the contract a percentage or amount off the invoice has.

Now when a discount is added to your invoice:

You can use a smart field to have it populate that discount total in the contract:

​

Originally added: March 10th, 2021

The Activity Tracker will now show edits made to payment plans on a project, making it easier for you to keep track of who does what and when in your account.

To see it in action, make an edit to a payment plan or remove it. Then head to NOTES >> ACTIVITY LOG to see the new item tracked.

​

Originally posted: March 10th, 2021

When editing a form within a project, clicking Save and Close will now take you back to the Forms tab within that project rather than the emails tab as it did before. This allows you to take immediate action with the form you were just editing.

​

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.
​

Refund receipts

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.

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.

Refund reporting

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.

Transaction filtering

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).

​