Latest updates from the Dubsado team

Welcome to the Dubsado mobile app, finally

Becca avatar
Shared by Becca • July 08, 2024

We're thrilled to bring the power of Dubsado right to your fingertips! Our new mobile app is designed to supercharge your on-the-go business management, focusing on swift actions and essential tasks perfect for your busy lifestyle. Think of it as your powerful pocket sidekick, extending your ability to manage projects, respond to clients, and keep your business running smoothly from anywhere. We've carefully curated the most crucial features and optimized them for smaller screens, ensuring you have the tools you need most when you're away from your desk. The mobile app works in harmony with the web version, each playing to its strengths to give you a comprehensive business management solution. With Dubsado mobile, your business is now supercharged and ready to go wherever you are:

Link to download:
App Store
Google Play

Key features and functionality


If you’re familiar with Dubsado’s desktop site, the mobile app’s projects page should look somewhat familiar - with some aesthetic updates.

  • View and manage all your projects from the main Projects page
  • Navigate through Lead, Job, Combined, and Archived funnels
  • Sort projects by recently created, project date, or title
  • View project details at a glance with compact project cards
  • NEW: Assign custom emojis to projects for quick visual identification
  • Change project status, archive, or delete projects directly from the app
  • Access detailed project information in the new "Info" tab


Apply forms to projects, send forms to clients, and view their form responses within the forms tab of the Dubsado mobile app!

  • View, send, and manage all project forms, including contracts
  • NEW: Multi-select feature allows applying multiple forms at once
  • View form statuses: Not sent, Sent, In progress, Completed
  • Send forms via email, copy form links, or apply to client portal
  • View client responses directly in the app
  • Countersign contracts with built-in signature field


Stay up on top of your client communication with Dubsado mobile app! When you’re on the go, checking your external email inbox to view and reply to client emails is a thing of the past.

  • View and respond to all project-related emails
  • Compose new emails with ability to add images, files, and project links
  • NEW: Auto-save drafts for seamless communication
  • View entire email threads with easy reply and reply-all options


In the Dubsado mobile app, the project invoices tab allows you to create, edit, and send invoices, view recurring invoices, and view refunds.

  • Create and send new invoices with manual line items or existing packages
  • View and manage all project invoices, including recurring invoices and refunds
  • Edit invoice items, apply discounts, and manage payment plans
  • View transaction history for each invoice


From the palm of your hand, you can send schedulers, book appointments for clients, reschedule or cancel appointments, and view upcoming events with the scheduling tab of the Dubsado mobile app!

  • Send schedulers, book appointments, and manage your calendar
  • View appointments and internal events in one place
  • Reschedule or cancel appointments easily
  • NEW: One-tap access to video calls, directions, or client phone numbers
  • NEW: Book appointments with your scheduler for your clients


Keep track of your automations while on the go with project workflows in the Dubsado mobile app!

  • Apply and manage workflows for each project
  • View workflow statuses: In progress, Paused, Completed
  • Check off to-dos, approve actions, skip or force actions, and delete workflow steps
  • NEW: Helpful payment plan override reminders when applying workflows


Use the events tab in the Dubsado mobile app to get a bird’s eye view of all your Dubsado project dates, appointments, and internal events - right from your phone!

  • Comprehensive view of all projects, appointments, and internal events
  • Easy navigation through past and future events
  • Quick access to event details and associated projects


  • Customizable notifications for contracts, forms, and scheduling
  • Choose between push, email, and in-app notification styles
  • Mark notifications as read individually or all at once

🔍 Notable differences from desktop version


Mobile app focuses on project-specific content, while desktop provides access to all Dubsado features. With the mobile app, we are focusing on an on-the-go experience and updates will align with taking quick action on-the-go. Any editing or creating of forms should still be done in the web version of Dubsado.


Right now, you cannot manually create a new project within the app, yet. This feature will be coming!


The mobile app doesn't support form editing; use desktop for creating or modifying form templates.


The mobile app introduces auto-save draft feature, not available on desktop. Canned emails and smart fields are not yet available in the mobile app.


Mobile doesn't support manual payment application (yet) or advanced features like editing payment plan reminders.


Mobile introduces one-tap access to video calls, directions, or client phone numbers. Additionally, there is a dedicated button where you can schedule appointments for your clients.


The mobile app is focused on workflow management and progression doesn't allow editing or reordering of workflow actions just yet.


The mobile app has a streamlined view of projects, appointments, and internal events doesn't display external events, payment plan due dates, or tasks with due dates.

Search Functionality

Mobile has a search for projects only, not clients at the moment.

Client Management

The mobile app is focused on key info and has minimal client detail editing within projects (currently). Your address book will be making its way into the app with future updates.

Multi-user support

Here's what you can expect for different user types within the mobile app:

  • Admin Users: Full Access Admins will enjoy the same comprehensive access as brand owners, allowing them to manage all aspects of your business on the go.
  • Basic Users: Tailored Access Basic users will have a focused experience, seeing only the projects and clients they're assigned to. This streamlined view helps team members stay focused on their specific responsibilities. Invoices and contracts will only be visible to basic users if they have been granted the corresponding permissions in their account settings.
  • Accountant Users: No Access Currently, the mobile app does not support access for accountant users. When accountants attempt to log in, they will see a blank page. For accounting functions, please continue to use the desktop version of Dubsado.

These access settings ensure that each team member has the appropriate level of access on mobile, maintaining your business's security and operational efficiency.


The mobile app introduces push notifications in addition to email and in-app.

Remember, the mobile app is designed as a companion to the desktop version, optimized for on-the-go tasks and quick actions. For more complex operations and setup, the desktop version remains the go-to platform.

🔜 Coming soon

We are so excited to continue to build out the mobile app experience. Right off the bat, you'll notice a new key things that the mobile app is missing, but don't worry, they are coming:

  • General inbox
  • Address book
  • Invoice list
  • Project notes
  • Ability to create new projects
  • And many more exciting features. You can see that on our product roadmap.

Pro Tip: While the mobile app is perfect for on-the-go management, use the desktop version for in-depth template creation, advanced settings, and features not yet available on mobile. But if you have any on-the-go additions you would love to see in the app, let us know by requesting on our product roadmap.

🌎 Availability

The Dubsado mobile app experience is available for both App Store for iPhone and the Google Play Store for Android devices in the following locations: Australia, Austria, Belgium, Bulgaria, Canada, Croatia, Cyprus, Czech Republic, Denmark, Estonia, Finland, France, Germany, Greece, Hungary, Ireland, Italy, Latvia, Liechtenstein, Lithuania, Luxembourg, Malta, Mexico, Netherlands, New Zealand, Norway, Poland, Portugal, Romania, Singapore, Slovakia, Slovenia, Spain, Sweden, Switzerland, United Arab Emirates, United Kingdom, United States

📱 Device compatibility

  • iOS: Requires iOS 13.0 or later
  • Android: Requires Android 8.0 or later

Thank you for being a part of the Dubsado family. We can't wait to see how the mobile app enhances your business workflow!

Happy Dubsado-ing... on the go!

Mobile App Beta: Workflow Updates

Becca avatar
Shared by Becca • June 19, 2024

The mobile app is currently in beta. It is not released publicly just yet, but will be very soon.

Fun update for you today! Workflows are now available in the Dubsado mobile app. Perform quick actions in workflows on-the-go.

✨ Click into workflows You can now dive deeper into your workflows with just a tap! Explore the details, track progress, and stay on top of your tasks effortlessly.

🗑️ Delete a workflow Accidentally add a workflow to your project? Delete workflows that you no longer need in your project.

🚀 Apply a workflow Introducing a seamless way to apply workflows on the go! Whether you're at your desk or on the move, you can now initiate workflows with just a few taps.

⏸️ Pause and resume a workflow Life can be unpredictable, but your workflows don't have to be! Pause a workflow when you need a break and resume it whenever you're ready to get back in the game.

⚡ Force actions Need to give your workflows a little extra push? With the new force actions feature, you can now override any obstacles and keep your workflows moving forward.

⏭️ Skip and mark complete Sometimes, you just need to move on! Skip unnecessary steps or mark them complete with ease, allowing you to focus on the tasks that truly require your attention.

✅ Approve and check off tasks in workflows Give your stamp of approval to workflows right from your mobile device! No more waiting to get back to your desk – keep your projects moving smoothly, wherever you are.

At this time, editing actions are not available in the mobile app, but this is a consideration for the future as we continue building out the app.

We are so thrilled to see this mobile app come to life. The mobile app is designed to be a companion to the desktop version, empowering you to perform quick actions and manage your workflows on the go. For building templates and making significant changes, the desktop app remains the main hub for those changes. Think of the mobile app as your pocket-sized productivity sidekick, always ready to help you manage quick items with just a few taps.

Transaction Receipt Copy Update

Becca avatar
Shared by Becca • May 17, 2024

Hi there,

We recently made an update to the copy that appears on client payment receipts. Previously, the receipt stated: "For any questions about this payment, refunds, and more, please reach out to [Company Name]." We have simplified that language and removed the part around refunds.

We included this copy originally to encourage clients to reach out directly to the business they hired with any payment-related questions or concerns. However, we received feedback from some of our users that mentioning refunds specifically could be misleading for businesses that have a "no refund" policy or no policy for refunds in general.

We hear that concern have updated the receipt copy to remove the reference to refunds. The updated copy now reads: "For any questions about this payment, please reach out to [Company Name]."

We believe this change will reduce potential confusion while still encouraging your clients to contact the business directly with payment inquiries.

This situation highlights the importance of clearly communicating your refund policy to clients. Even if your policy is not to offer refunds, we recommend explicitly stating this in your contract terms and/or invoice terms. Transparency around refunds helps align expectations and avoid misunderstandings (This can help you with any potential credit card disputes as well).

If you don't yet have a refund policy, now is a great time to create one. Consider what makes sense for your business and client relationships. Once you've settled on a policy, make sure to communicate it clearly and visibly to clients.

Beta Mobile App Updates - Emails and Push Notifications

Becca avatar
Shared by Becca • May 15, 2024

Hi there,

We are excited to announce two new features on the Dubsado mobile app: Emails and Push Notifications. These updates are designed to make your experience with Dubsado even more convenient and efficient while you're on the go.


You can now send and receive emails directly through the project view in the Dubsado mobile app.

Accessing your emails

To access your emails, simply click on the "Projects" button at the bottom of the app, select the desired project.

Note: The "Inbox" tab is not ready for beta just yet. This beta release focused on email communications within the project.

Once in the project click on the new "Emails" tab.

There you'll be able to view your email history with your client for that specific project.

Read receipts

You can easily see if an email has been viewed by your client by that checkmark indicator on the right side of your email message.

Replying and composing a new message

To reply to an email, click on the email and then click "the white space below the client's name to reply (psst. in the mobile app, we are introducing "drafts". You can start composing a message and exit away and when you come back to the app, you can pick up right where you left off. This will also be coming to the web version of Dubsado in the future).

You can also compose a new email by clicking the "Compose" button at the top right.

Push Notifications:

Never miss a beat with real-time alerts for contracts, forms and appointment scheduling. Say goodbye to the constant need to check your emails or log into Dubsado. With push notifications, you'll be the first to know about any important updates, giving you the power to react quickly and keep your business running smoothly. 💪 We got the rest of the push notifications coming with future beta releases (like invoice paid notifications).

Let's dive in and take a look at this update:

Notifications can be found under the "Notifications" tab in the mobile app. The notification icon will show a red dot when you have an unread notification, like below.

Once you click notifications, unread notifications will be displayed, and you can always access your older notifications for reference.

Customizing your notification settings

To customize your notification settings, click the gear icon at the top right of the "Notifications" tab.

Once in the settings area you can choose which events you want to receive push notifications in app for, such as contract signing, scheduling, etc.

Please note that push notifications when you receive new emails are not available through the app. To receive email alerts, make sure to enable notifications through your email app.

Once you have turned on notifications for your desired events, you will receive push notifications on your phone and connected watch (if applicable).

More actions for schedulers and forms

We also added an easy way to send forms and schedulers manually right from the forms tab within a project. By clicking the three dots next to the form or scheduler, you’ll be presented with the new option of sending an email.

We hope you enjoy these new features and find them beneficial for managing your business on the go.

If you have any questions or feedback, please don't hesitate to reach out to our chat support.

Available on all plans
Exclusive to Dubsado Payments
Available only in US and Canada

Maximize your profits with Dubsado's compliant surcharging solution! 🚀

Becca avatar
Shared by Becca • May 07, 2024

Time sensitive: Upcoming webinars for surcharging

Surcharging & Merchant Responsibilities
Thursday, May 9th · 9:30 AM PT
Join Dubsado and our consulting partner, Dan from Redbridge Debt & Treasury Advisory. Discover how Dubsado has simplified surcharging for merchants, minimizing their responsibilities. We'll provide a live demo of our surcharging solution and conclude with an open Q&A session, giving you the opportunity to ask questions and gain valuable insights. Register here.

Pricing with Purpose: Amplify Your Profits
Wednesday, May 15th · 9:00 PM PT
Are you a business owner unable to take advantage of surcharging due to location, business model, or personal preference? Join Taryn, Dubsado's Community and Partnerships Leader, for an enlightening webinar designed to help you strategically price your services, account for credit card processing fees, and maintain profitability. Register here.

All about surcharging

As a business owner, you know that every dollar counts, and credit card processing fees can take a significant bite out of your hard-earned profits. That's why we're excited to introduce an exciting feature that not only helps you offset those fees but also ensures your business stays compliant: Surcharging! 💳

😬 Have you been surcharging the wrong way?!

We've noticed that many of our users have been using workarounds to apply surcharging to their invoices, such as adding line items, tax items, or even invoicing outside of Dubsado. 🙅‍♀️ While we understand the desire to offset credit card processing fees, these methods can put your business at risk such as hefty fines, as they may not comply with the strict rules and regulations set by Mastercard and Visa.

At Dubsado, our top priority is ensuring that our business owners are protected and compliant. That's why we've partnered with a compliance agency to create a surcharging solution that not only effectively offsets your credit card processing fees but also adheres to card network rules and regulations. While other systems in our industry may offer similar features, we've gone the extra mile to ensure that our solution is compliant and safeguards your business from potential risks. Many systems on the market are putting business owners at risk with their “surcharging solutions”. One example, this feature is only available in US and Canada with some US regions restricted from using it. And we put all those safeguards in place for you, automatically. We got your back!

🤔 What is Surcharging?

Surcharging is the practice of adding a small fee to credit card transactions to help cover the costs of processing those payments. By implementing surcharging, you can offset a significant portion of your credit card processing fees, ultimately increasing your profitability without raising your prices across the board.

⚠️ It's important to note that surcharging is an optional feature that must be enabled in your account settings. If surcharging doesn't work for your business, there's no need to take any action. However, if you're interested in implementing surcharging, simply follow the steps below to get started.

🌟 With surcharging in Dubsado you get:

  1. System compliance: In Dubsado, surcharging is compliant with card network rules and regulations, ensuring you can implement this feature with confidence.
  2. Transparent pricing: Your clients will see clear and upfront communication about the surcharge fee during the checkout process, keeping you compliant.
  3. Flexible options: Choose to enable or disable surcharging at the brand level based on your unique business needs.
  4. Seamless integration with autopay: With surcharging turned on, new autopay enrollments will include the surcharge fee when a client pays with credit card.
  5. Automatic payment receipts: Launching with surcharging are automatic payment receipts that, you guessed it, automatically send to your clients when making a payment with you. No need to do this manually anymore. But also, this added feature keeps you complaint with surcharging. More info below.

📝 Important notes:

  • Surcharging is an optional feature that must be enabled in your account settings. If surcharging doesn't work for your business, there's no need to take any action. However, if you're interested in implementing surcharging, simply follow the steps below to get started.
  • Surcharging is currently available for users in the United States and Canada, with some state and territory restrictions. Surcharging is not available in Connecticut, Maine, Massachusetts, New York, or Puerto Rico.
  • Surcharging applies to credit card transactions only and cannot be applied to debit cards, ACH, or other payment methods. Nothing you need to do for this, we handle all that for you automatically once surcharging is setup.
  • When issuing refunds for transactions with a surcharge, the surcharge amount will also be refunded to the client.
  • Existing autopay enrollments will not be affected by enabling surcharging. Your clients will need to re-enroll in autopay for surcharging to take effect.

Let’s dive into getting this set up on your account

Your easy setup

To use surcharging, you must: be based in US or Canada, have Dubsado Payments connected, and have the payment option for credit cards turned on.

If all the above is true, in Dubsado, click settings >> payment settings click "set up" under surcharging.

Then, enter in where your business is legally registered. We search for area compliance based off of where you have registered your business.

If you business location meets the location criteria and you agree to the terms, you can click "Enable surcharging"

Then, you will be directed back to your payment settings and now surcharging is turned on brand wide. Nothing else you need to do!

For a more detailed guide on setting up surcharging, check out our help article.

What your client sees

Your client will click pay now like usual on your invoices.

Your client will see the new Dubsado Payments payment screen and if they choose card, they will see the surcharge fee pop up. (Reminder, surcharging is only legal to charge on credit cards. If a client uses a debit card, the surcharge will not show)

When they enter in their card and then click review payment, they are directed to a screen to confirm the payment. (This is another compliance requirement with surcharging)

If you client used a debit card, on the confirmation screen they will be shown that the surcharge fee is not applicable. Likewise, if your clients choose the ACH option, the surcharging fee will not apply either (Surcharging is not allowed to be used on ACH transactions)

🧾 Automatic transaction receipts

With the launch of surcharging, we're also introducing automatic transaction receipts. These are receipts that get sent to your clients automatically when they make a payment.

These receipts will be sent to clients from your connected email address and cannot be edited or turned off.

This feature ensures compliance with surcharging regulations and is enabled to all Dubsado Payments users, regardless of whether surcharging is turned on.

Reminder: if you previously had receipts turned on in Stripe, be sure to turn them off so your clients are not getting duplicated receipts. You can adjust that by heading to your Stripe settings, click Business > Customer emails settings and toggle off receipts.

Start optimizing your payment process today with Dubsado’s new surcharging feature. Be sure to head into your payment settings to set up! Click here to begin.

🙋‍♀️ Does surcharging not work for you?

Note: We understand that surcharging might not work for everyone and all business types, or may even not be available in your location. Feel free to take a look at our article about pricing your services to take into account processing fees here.

New feature
Available on all plans

Streamlining your payments in Dubsado with Dubsado Payments powered by Stripe

Becca avatar
Shared by Becca • April 16, 2024

🎉 Note: If you are an existing Stripe user, Dubsado Payments powered by Stripe is slowly rolling out you. Keep an eye on your email for updates and more info below.

At Dubsado, we believe that a seamless payment process is the cornerstone of your thriving business. We've made it our mission to develop and continuously improve Dubsado Payments, so you can streamline your transactions, boost conversions, and ultimately achieve your business goals with ease. By choosing Dubsado Payments, you're not just gaining a tool; you're partnering with a company that is invested in your success every step of the way.

Dubsado Payments is thrilled to support merchants in 37 countries and process payments from your clients all over the world, featuring the same competitive fees that Stripe offers! Dubsado Payments powered by Stripe offers a new suite of tools that will enhance your businesses payment experience. We all know, a smooth payment experience means happy clients.

Get connected today by logging into Dubsado and accessing the "Payments and invoices" section in settings.

Are you already a Stripe user? Don’t connect to Dubsado Payments just yet! Since you’re already a valued Stripe user, we are working with Stripe to bring your account over to Dubsado Payments. If you have questions around this, please reply back to this email.

Let’s dive in to all the excitement that Dubsado Payments brings to you and your client experience.

Enjoy processing rates you're used to

Dubsado Payments powered by Stripe, offers the same competitive processing rates as Stripe while delivering a more seamless and user-friendly payment experience. (View processing rates here) By integrating Stripe's trusted technology with Dubsado's intuitive platform, we've created a solution that prioritizes value, convenience, and security. Enjoy peace of mind knowing your transactions are handled by a reliable partner, while benefiting from Dubsado's powerful tools and dedicated support. Our goal is to provide you with a payment processing solution that simplifies your workload and enhances your clients' experience.

Processes more with Dubsado Payment's higher ACH volume

ACH payments, also known as bank transfers or direct bank payments, are a convenient and secure way to move funds electronically between US bank accounts. With our close partnership with Stripe, we were able to negotiate a higher initial ACH limit than what Stripe normally offers. With Dubsado Payments, you get a $20,000 weekly rolling 7 day processing volume. This is only available in the US at this time. No more needing to worry about hitting those old ACH limits when you choose Dubsado Payments.

Unlock a new payment experience in Dubsado, ACH autopay

Big news! With Dubsado Payments, ACH/US bank transfers are now available with autopay, making it easy for your clients and low on fees for you. Previously, in Dubsado you could only have autopay with just the option for credit cards, but exclusively with Dubsado Payments, US users can unlock the ability to have clients pay via their US bank account. (Psst. ACH fees are .8% with a max fee of $5). Additionally, our new payment screen includes a smoother experience for clients paying with a US bank account. More info on autopay here.

Conveniently process refunds directly in Dubsado

Dubsado Payments is designed to streamline your payment processing and management, saving you valuable time. One of the key benefits of using Dubsado Payments is the ability to process refunds directly from your Dubsado invoice, eliminating the need to navigate to an external platform. This seamless integration allows you to handle refunds efficiently, all within the familiar Dubsado interface. By simplifying the refund process, Dubsado Payments helps you save time and maintain a smooth workflow.

Get your money when you need it, enjoy a low instant payout rate

Quick access to funds is critical for businesses today. We’re proud to offer Stripe Instant Payouts to help you get paid fast. Stripe Instant Payouts, with Dubsado Payments, is just 1% in eligible countries (except Australia which is 1.5%). Visit this page for the conditions and eligibility requirements on instant payouts.

We've made it even easier for your clients to pay

Your clients get to experience effortless invoice payments like never before with our new client payment process. We've streamlined the entire payment workflow, allowing your clients to complete transactions in just a few clicks. Your clients can say goodbye to navigating through multiple fields and say hello to a seamless, user-friendly interface that saves time and reduces frustration. By providing a smoother payment experience, you'll build stronger relationships with your clients and create a positive impression that lasts. Check it out!

Get elevated payment support

Our deepened partnership with Stripe gives Dubsado Payments users access to an elevated level of support.

We understand that reaching out for help often means you've encountered a challenge, and that's why we've ensured a dedicated team is ready to assist you promptly and efficiently. To make sure you receive the best possible assistance, we recommend starting by contacting our Dubsado support team first. Our dedicated customer care team will work closely with you to resolve any issues and, if needed, can seamlessly escalate your case to our dedicated Stripe support channel. This approach ensures that your concerns are addressed through the most efficient and effective path. With this enhanced support structure, you can have peace of mind knowing that you're not alone when navigating payment-related concerns.

ACH payments show pending until processed

Keep your business running smoothly with ACH payments through Dubsado! While these bank-to-bank transactions may take a bit longer to process, the lower fees make it all worthwhile. Don't worry about interruptions – even when a payment is pending, your workflows, payment plans, and other automations will continue without a hitch. If an ACH payment fails, we'll promptly notify you via email, so you can address it right away. Enjoy the benefits of cost-effective ACH payments while keeping your operations flowing seamlessly with Dubsado Payments.

Stripe + Dubsado working together

We're thrilled about our enhanced Stripe integration, which brings key benefits to Dubsado users. Now, important notifications from your Dubsado Payments Stripe account will be conveniently displayed within Dubsado. With timely alerts, you can stay informed and take prompt action.

Connect to Dubsado Payments

If you are an existing Stripe user, Dubsado Payments powered by Stripe is slowly rolling out you. Keep an eye on your email for updates. Please chat in with any questions!

If you are new to Stripe or connected to another payment processor in Dubsado, head to settings >> payments and invoices and click "Get started".


What is next for Dubsado Payments?

We are so excited for future plans we have for Dubsado Payments. Somethings that are in the works right now:

  • Surcharging - Coming in May... We're always looking for ways to help you make more money in your business and soon we will be introducing surcharging; adding a fee to your invoices to help cover credit card processing fees. This means you could potentially see a credit card processing fee close to $0 per transaction (We recognize that not everyone prefers to charge extra fees to their clients, and in some areas, it's not allowed. That's why this feature is completely optional. If you choose not to use it, simply keep it disabled in your account.)
    For those in states and countries where charging extra fees to clients isn't permitted, this feature will automatically be disabled to comply with local regulations. Rest assured, we're working with a top-tier compliance agency to ensure we adhere to all relevant laws and guidelines.
  • Google Pay + ApplePay
  • Automatic branded receipts emailed to your clients after they pay
  • Buy now, pay later options
  • In-person payment terminals
  • Additional bank-to-bank processing for other countries
  • And more...

That's all for now! We cannot wait to share more exciting updates in the near future.


Important Update: Changes to Project-Level Payment Override Settings

Becca avatar
Shared by Becca • April 16, 2024

As we continue to enhance Dubsado's payment features through our partnership with Stripe, we've introduced Dubsado Payments—a white label solution designed to streamline your payment process directly within Dubsado. This innovation offers a broader range of payment tools and options, ensuring a seamless financial transaction experience for both you and your clients. Read more here about the launch of Dubsado Payments and the suite of new tools it brings to Dubsado.

What's changing?

In our commitment to providing a robust and compliant payment ecosystem, we are adjusting how payment options can be managed on a project-by-project basis. With the upcoming release of our surcharging feature in May, the ability to override payment options at the project level will be discontinued (more info on surcharging below). This change is already in effect for those using Dubsado Payments. However, starting in May, with the launch of surcharging, this discontinuation will be applied to all users, regardless of their payment provider.

Previously, users could customize the payment methods (e.g., credit cards, ACH) available for each project. This functionality was primarily used to manage transaction fees, such as preferring ACH for larger invoices to benefit from lower fees.

Why this change?

Our analysis and user feedback have shown that the main motivation behind the use of payment overrides was to navigate around fees. To address this directly and more effectively, we are introducing a surcharging option. Surcharging automatically applies a fee when your client pays with a credit card to help offset the processing costs. (Once launched, this will be an optional feature. You can choose to have this on or off in your account.) This method not only adheres to compliance standards but also simplifies your financial management—making it a "set it and forget it" feature, as opposed to the manual effort required previously. Surcharging will be exclusively available on Dubsado Payments.

What does this mean for you?

If you're using the project level payment override option now to offset high processing fees, wait to switch to Dubsado Payments until surcharging is launched. If you're not using project level payment override, you can switch to Dubsado Payments whenever you'd like! (Keep in mind, all new features related to payments will only be built out exclusively for Dubsado Payments... and we got some exciting things coming!)

Surcharging as a solution: The launch of surcharging in May is designed to meet your needs more efficiently than the project-level payment override feature. It offers a straightforward way to manage transaction costs transparently and automatically.

Continued customization at the brand level: It's important to note that this change affects only project-level settings. You will still have the flexibility to define your preferred payment options at the brand level, ensuring you can align payment methods with your business strategy.

Transition support: We understand changes like these can be significant. Our team is here to support you through this transition, ensuring you're equipped to make the most of the new surcharging feature and other Dubsado Payments benefits.

Looking forward

This update paves the way for more integrated, efficient, and compliant financial operations within Dubsado. We're excited about the enhancements Dubsado Payments brings to your business and are committed to supporting you every step of the way.

For any questions or additional support, please reach out to our customer care team using the chat bubble or emailing us:

New feature
Available on all plans

Allow clients to repay after issuing a refund

Becca avatar
Shared by Becca • September 19, 2023

If you’ve ever had a situation where you refunded a client but would have liked them to repay those funds again later, this new feature is for you!

We’ve added a new option to allow your client to pay the invoice again after you log a refund. Essentially, you can decide whether or not you want to add that refunded amount back to the remaining invoice balance!

When this might come in handy

We wanted to improve how Dubsado handles refunds. Below are some situations where you can use this feature:

  • Switching payment methods: If your client initially paid via a method that later had issues (e.g., failed bank transaction), this feature allows your clients to quickly repay using a different method without creating a new invoice.
  • Project scope changes: In cases where a refund is issued due to changes in project scope, and then later the client decides to revert to the original plan, the invoice can be conveniently reopened for payment.
  • Correcting overpayments or mistakes: If an overpayment is made or a payment is rendered void due to a mistake, you can refund and allow the client to repay the correct amount seamlessly.

What’s new?

Add the refund amount back to the remaining invoice balance

Before, logging a refund did not change the remaining balance on an invoice. Now, you can decide whether to reopen that invoice balance so that your client can make the same payment again.

When applying a refund, turn on the option for Allow client to repay. This will change the remaining balance on the invoice after the refund is applied.

For example, let’s say your client paid you $100.00. You then realize you need to refund this amount back to the client, but you do plan on collecting it again later in the future. When you issue the refund in Dubsado, turn on the option for Allow client to repay. The remaining invoice balance will go back up by $100.00 so that your client can make this payment again at a later time.

If you are refunding your client and don’t want them to repay that amount, you can leave this option off and the invoice balance will not reopen. For more information, please check out our help article on allowing clients to repay!

Real-time updates to payment plan statuses

When you refund a client with Allow client to repay turned on, payment plan installment statuses adjust automatically depending on whether or not you set a due date! Your payment plan may change to say Overdue if the due date has passed, or it will say Unpaid if you don’t have a due date or if the due date is in the future. See our help article on allowing clients to repay for more information.

Improved calculations for financial goals

If you set a financial goal on your dashboard, any canceled transactions will no longer be included in this calculation, ensuring that you get the most accurate numbers possible!

Get started

For more information, check out the following help articles:

Additional support

Have questions or need help? Send us a chat message!

Bug Fix

Bug fixes Sep 15, 2023

Charis avatar
Shared by Charis • September 15, 2023

🎉 What’s new

Started early-phase testing on our mobile app. We’ve built the first version of our mobile app for a few dozen certified specialists to test out. We look forward to seeing how testing goes so we can later provide the mobile app to everyone!

📍 Roadmap

Watch for new features and submit feedback. We’re happy to share the awesome features we have planned on our roadmap portal! Small disclaimers: Our portal doesn’t cover everything we’re working on, details are subject to change, and features aren’t listed in any specific order.

🩹 Bug fixes

When editing a form template, sometimes the font colors weren’t displaying the correct color. We’ve updated this and now your font color will appear as you selected.

Setting a currency symbol override in Settings > International settings prevented you from editing a package in a form. Now, setting any currency you’d like will cause no issues in forms.

If you’re on a Starter plan, duplicating an active lead capture form will no longer activate the new copy.

Editing a package in a form caused issues with package smart fields. This is no longer an issue and editing a package will also update package smart fields.

If the scheduler was loading on slower internet, clients saw a message that there were no available time slots. This is fixed, so now a loading spinner will display instead.

Previously, the autopay failed email was only sent if the default template had been edited. Now, these will always be sent for payment plans.

The buttons on a signature field in a form template weren’t updating if you switched whether the signature was for you or your client. We’ve fixed this, so now you can visually see the changes.

We fixed an issue when editing a package element in a form where bullet points weren’t formatted correctly.

Bug Fix

Bug fixes Aug 18, 2023

Charis avatar
Shared by Charis • August 18, 2023

🎉 What’s new

We’ve added back the ability to edit the submit button text on questionnaires so it can be customized to you. To do this, you can go to Templates >> Forms and click on Form styling in a questionnaire.

You can now add images and hyperlinks to both Invoice terms (in the settings page) and to payment reminders as well.

📍 Roadmap

Watch for new features and submit feedback. We’re happy to share the awesome features we have planned on our roadmap portal! Small disclaimers: Our portal doesn’t cover everything we’re working on, details are subject to change, and features aren’t listed in any specific order.

🩹 Bug fixes

In some cases, the package total at the bottom of a proposal wasn’t displaying correctly, even though the invoice was correct. We fixed this so now the display accurately reflects the total.

Previously, if you pre-selected a package in a proposal, the pre-selected button wouldn’t show on the form. Now, everyone will be able to push all your buttons.

If your form had a short answer element with field mapping, the form wasn’t able to be submitted. We addressed this, so your forms can all be submitted as expected.

Changing the project status in a form wasn’t visually updating on the form settings page, even though the change still happened behind the scenes. This is now fixed, so a changed project status will show correctly.

There was a bug where a questionnaire couldn’t be edited after your client submitted it. This is fixed, so your clients can edit questionnaires after submission.

Before, banners that we placed at the top of Dubsado would sometimes cover the top of the form builder. Now, you’ll still see our important banners and the form builder in its entirety.

We had issues where forms on mobile devices had overflow text, images were being resized, or margins and padding were too large. We addressed these issues so now forms should appear nicely on mobile.

There was an issue where package elements weren’t editable on mobile devices, but this is no longer the case.

New packages created using the package element in a form didn’t save to your templates. This is no longer an issue and created packages will show in your templates.

We fixed an issue where you couldn’t choose a workflow from the workflow element on a form. Now, you can select any workflow.