Originally posted: June 14th, 2022
Enroll in our new monthly affiliate payout. With this new feature, you’ll be able to receive a “cash” payout of your affiliate credit every month automatically instead of receiving it as credit towards your subscription. 🤑
Note: this feature is on a slow roll out. If you do not have the feature yet, please check back every few weeks. The roll out is randomized and we do not have an ETA on when specific users might have it.
To enroll in automatic payouts:
Once you are enrolled, you will automatically receive any credit in your account at the start of each month. Enrolling does not initiate an immediate payout. The payout will be sent at the start of the next month.
When the payout is process within 1-2 days from the first on the month, you will receive an email from PayPal, letting you know how much you received and how to add it into your PayPal account. That email will look a little something like this:
I do not see the option in my account, how can I get it?
This feature is a slow, rolling release. This means we are releasing to a random set of users over a specific period of time. This is a completely randomized process and we do not have specific dates or ETA's on who will be getting this feature when. To check if you have it, head to Settings > Affiliate Dashboard and refresh your page. If you see a connecting with PayPal option, you have the feature. If not, hang tight just a little longer. We also will be sending out emails to each group of users as the feature gets rolled out so you know for sure, if you have or not.
How do I set up automatic affiliate payouts?
You must opt-in to automatic affiliate payouts to receive the “cash” payout. To set up automatic affiliate payouts go to Settings > Affiliate Dashboard. Here you'll see a new option to “Connect with PayPal”. If you'd like to enroll in automatic monthly payouts, click that button and enter your PayPal email address.
At what frequency do I get the cash payout?
If you have automatic affiliate payouts available and enabled, payouts happen automatically at on the 1st of every month. Payouts take about 1-2 business days to process.
What if I don’t have a PayPal account?
You will need a PayPal account to receive your payout if you decide to enroll. If you do not wish to have a PayPal account or PayPal is not supported in your area, you cannot opt-in and you will continue receiving credits towards your Dubsado subscription.
What happens if I don’t enroll?
Your Dubsado affiliate credit will continue to be applied to your Dubsado subscription. If you have been requesting payouts while on a trial or Forever Plan, you will need to enroll in the new automatic payouts through PayPal to continue receiving your credit.
Can I switch back and forth between payouts and receiving Dubsado credit?
No, once you have opted-in to automatic affiliate payouts, you can no longer switch back to receiving Dubsado credit.
Who will be issuing the tax related documents?
PayPal will be handling any tax related documents that are necessary for reporting any affiliate cash payouts.
For those on the forever plan, will we still be able to get physical checks for our cash out?
No, we will be doing away with the mailing of a check. All new cash payouts will be done via PayPal.
Is there a minimum or maximum we can cash out?
No, there will be no minimums or maximums for cashing out.
I don't have this feature yet, any credits that I receive now, can I use them for future affiliate payouts when I have the feature?
Yes, any credits you are collecting now will be available for cash out once you have the feature (minus any usage of those credits towards your Dubsado subscription within that time)
Once I opt-in to payouts, what happens to the credits I already have?
If you opt-in to automatic payouts and already have credits built up in your account, once opting in, those credits will be part of your cash out balance now.
Originally posted: April 11th, 2022
Originally posted: March 4th, 2022
Security is always important for us. In a recent update, we updated short answer and free response fields to ensure that only the client can fill them out...not, you, the business owner. However, you can still edit information on the contract before you send it to your clients. If you’d like to include additional information for your client on a form or contract, we recommend using a text box. Text boxes cannot be edited by clients as they are just for you. 🔏
Learn how to navigate this change here:
Originally posted: February 7th, 2022
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.
Originally posted: December 23rd, 2021
Originally posted: December 14th, 2021
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!
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.
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.
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 are also a few payment requirements:
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:
Automatic email notifications will send whenever there's a change to automatic payments for a payment plan.
There are three client notification emails for autopay:
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.
We have two system notification emails for autopay. You can adjust your preferences for these notifications under Settings >> Notifications.
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:
If you have payment plan installments watching a project date or contract, autopay will also be turned off if you:
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.
The payment processor (Stripe or Square) connected to your account will securely save the credit card details needed to process the automatic payments.
Your client will be able to enroll in autopay on a future payment if there is more than one unpaid installment remaining.
No, your client must turn on autopay after entering their own payment information.
Yes. Your client can turn off autopay or update their credit card from the invoice.
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.
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:
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:
👋 Here's a tip... if you don't use a Microsoft email account with Dubsado, there's no need to make any changes.
Originally posted: November 5th, 2021