Latest updates from the Dubsado team
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!
We wanted to improve how Dubsado handles refunds. Below are some situations where you can use this feature:
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!
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.
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!
For more information, check out the following help articles:
Have questions or need help? Send us a chat message!
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!
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.
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.
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.
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.
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.
Redesigned signup and login page. You probably already noticed a difference when logging in. In addition to a redesign, we added single sign on (SSO) to make your life just a little easier. Read more about SSO.
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.
Log out of Dubsado. We fixed the issue where the logout button wasn’t showing if you had a large number of brands.
No save point needed. Duplicating an installment in a payment plan wouldn’t let you save the payment plan. We fixed this, so now payment plans can be saved.
Look at all those clients. If you had a large client list, Projects >> New Project wouldn’t load all your clients. Now, your entire client list will load correctly when creating a new project.
Where do I pay? With Stripe, duplicate payment buttons were appearing on the invoices. This is fixed, so now you’ll only see one set of pay now buttons.
No more mismatched appointments. Sometimes, the “add to calendar” link on an email showed a different appointment time. We fixed this, so adding an appointment to your calendar will always show the correct time.
Resolved Groundhog Day emails. Reminder emails on an invoice’s payment plan defaulted to today’s date. This is no longer the case, so reminder emails will send on the correct date that you choose.
Edit payment plans again. Editing the payment plan used with “after invoice installment paid” in a workflow would remove the payment plan from the workflow. We fixed this, so workflows will either continue normally or you’ll get a warning message.
Fixed duplicate accounts. When logging in with SSO, Google emails with capital letters were creating a duplicate Dubsado account. We fixed this, so SSO is no longer case-sensitive.
First impressions matter.
That’s why we are excited to announce that we’ve redesigned our signup and login page for a more seamless and user-friendly experience. It's the Dubsado you know and trust, now with an upgraded experience!
We’ve made a few updates to Dubsado to enhance your experience:
Single sign on (SSO) lets you log in with one set of credentials (like your Google account). That way, your account stays secure and reduces the number of passwords to remember.
With SSO, it takes just a click to log in and access your account! Plus, you can seamlessly switch login methods. Single sign on or email and password? Whichever method you prefer, Dubsado does both. Read our article for more information.
Being an affiliate means you can share Dubsado with others and make money from it! This is a great opportunity if you already love using Dubsado. With this update, the process is more user-friendly for your referrals.
In the past, a coupon code field was present on the signup page. This created user confusion with those signing up.
Moving forward, the coupon code field is no longer present during signup. Instead, we recommend sharing your affiliate link with your audience.
Clicking your affiliate link will automatically apply the affiliate benefits to your referral's trial account, so they don't need to input the code themselves when signing up. Users may still input the code when upgrading to a paid subscription.
New users to Dubsado will experience an upgraded sign-up flow that guides them in setting up a brand.
Yes, we wanted our signup and login pages to look good. But more importantly, we wanted to increase your login options and improve the experience for new brands.
The redesign assists in helping us create features that suit your business and requires less energy from you to get started with Dubsado!
Read our help articles for more information:
Have questions or need help? Send us a chat message!
Updated our CSV export. We updated the CSV export twice — admin multi-users can now use the customizable export and you can now export client custom-mapped fields.
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.
Remember to save your work. When exiting out of a form, a popup appeared to save changes even if you didn’t make any edits. This is no longer an issue, so the popup only shows if you’ve made an edit.
Fixed daylight savings. Timezones in Mexico were inconsistent due to no longer observing daylight savings. Now, daylight savings won’t be an issue in the future.
It’s my invoice, I’ll pay if I want to. Certain invoices on a proposal turned on autopay even with a disabled autopay setting. This is now fixed.
No more client mysteries. Free response fields on a lead capture form weren’t populating in the notification email. Now, so you’ll see client responses in your email.
Expanded CSV export. Effortlessly create a spreadsheet with your project and client information to build income reports, generate mailing addresses, or add emails to an email marketing platform! See our help article for more information.
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.
Solved the iPhone debate. Dubsado wasn’t loading from an iPhone 13 Pro or Mini on iOS 16.4. We’ve fixed this, so now Dubsado can be accessed on all phones.
View appointments at the right time. After a client booked an appointment, the Add event to your calendar link in the email confirmation page wasn’t showing the correct timezone. Now, the correct timezones will appear.
Increase minimums to the moon. Proposals with a minimum package quantity of two or more didn’t show an accurate quantity in the invoice. This is no longer an issue and quantities appear correctly.
Sign contracts at the right moment. For proposals with contracts, we found that you could sign the contract before submitting the proposal. We’ve addressed this so you must submit the proposal first.
No more static income categories. Editing an income category from the Reporting >> Transactions page wouldn’t save. This is fixed, so you can now recategorize as much as you want.
Schedule appointments even if the future is TBD. Some schedulers with invoices weren’t submitting correctly if a proposal with a TBD dated payment plan was included. Now, schedulers work regardless of what form or payment plan is attached.
Fixed mixed-up credit cards. Changing your payment information in Settings >> Billing didn’t update on the page itself. This is fixed, so updated cards appear correctly.
Hi there,
You need more than the basics. That’s why we’ve updated how you export your data from Dubsado. 🎉
Now introducing: A more robust method to downloading project or client information into one CSV file.
Customize what you export
Pick and choose the information you want to collect. Invoices, custom-mapped fields, or project locations are all fair game.
Gather data quickly
Build reports, generate mailing addresses, or add emails to an email marketing platform — whatever reason you need data for, you can quickly download it to your laptop.
We want to help you automate your business so you can concentrate on more important things. Manually transferring data out of Dubsado takes time and effort that we don’t want you to waste time doing it.
After all, the data already exists in Dubsado — you should have easy access to it!
Read our help article for more information on how to export a CSV file from your Dubsado account.
Have questions or need help? Send us a chat message!
None for now, but we’re always developing new ideas behind the scenes. 🤫
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.
Fixed repeat logins. Previously, clients who clicked “back to portal” went back to the portal login page even if they were logged in. Now, they’ll go to their portal home screen. Clients who aren’t logged in will still go to the login page.
Affiliate code freedom. Some of you couldn’t update your affiliate code. We fixed this so everyone can update their code.
Go on perfect dates. The date format always showed as MMDDYY regardless of your location. Now, the date format adjusts depending on your location settings.
No need to scroll. Some invoices had an unnecessary scroll bar on the Pay Now button. The scroll bar is now removed.
Stopped anonymous tasks. If you assigned a user a task, the user’s name wouldn’t display in the Assignee field. This is fixed so that the assigned user's name is always displayed.
Accurate time zones. Project and appointment dates weren’t displaying the timezone based on your setting in Settings >> International settings. This is no longer an issue — dates will match your timezone setting again.
Updated privacy policy. We updated our Google, Meta, and Twitter disclosures. We also added data processors Twitter, Inc, Meta Platforms, Inc, Mixpanel, LLC, and Xero Ltd. Please review our updated privacy policy.
Editing or deleting transactions in Reporting >> Transactions will now stop autopay. A warning popup will appear to confirm that you want to stop autopay on any invoices with payment plans.
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.
Answer multiple-choice questions. Clients could submit forms without answering a required multiple-choice question. We fixed this, so clients can’t skip the required questions.
Secure deposits again from a scheduler. If you attached a lead capture form and required an invoice with a scheduler, the invoice didn’t automatically become the primary invoice. In addition, clients couldn’t pay to book an appointment. Both are fixed, so clients can pay again and the invoice will become the primary invoice in the client’s project.
Browse all settings on mobile. On mobile, you couldn’t scroll down to see more form settings. We addressed this, so all form settings should appear in mobile view.
No more long sentences on mobile. Certain fonts in text boxes prevented line breaks on mobile, causing one long sentence that didn’t show correctly. Now, there are line breaks so all text appears on mobile.
Set higher minimums. On a proposal, setting a package minimum quantity of two or more wouldn’t show accurately on the invoice total. Now, the invoice total shows the correct amount.
Banned time travel on project dates. Depending on your time zone, some project dates appeared a day earlier than what the client entered. This is fixed, so the date the client enters matches the correct time zones for both you and your client.
Fixed off-timed events. The exact times didn’t appear if a Project Start Date and Project End Date were within 24 hours of each other. The time now shows correctly.
Stopped backward start and end dates. Forms were getting submitted even if the end date was earlier than the start date. This is no longer an issue so forms can’t get submitted.