Originally posted: October 1st, 2021
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.
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.
Originally posted: September 16th, 2021
We are so excited to share some big updates to our payment schedules feature with you today. In fact, the updates are so exciting that we gave payment schedules a brand new name: payment plans.
In addition to a brand new look, we've also added some of your most-requested features to payment plans, like installment amounts that auto divide equally, new due date options, and the ability to choose a send time for payment reminders.
NOTE: This is a rolling release and will be releasing to a certain percentage of users over a period of a few weeks. If you do not have this feature yet, check back every few days.
You'll still find all your payment plan templates under Templates >> Payment Plans. The new design of this page gives you more information about each plan at a glance and lets you make edits quickly. Just click on any installment in a plan to expand its options and click on the installment again when you're done. Oh, and your changes will autosave as you go 🙌
We also added the ability to duplicate both individual installments and entire payment plans to help you speed things up.
Our new divide equally option automatically calculates the amount due based on the number of installments set to divide equally.
For example, if you have a payment plan with three installments, each set to divide equally, Dubsado will automatically divide the invoice total into three equal payments. No math required!
Click here to learn more about how divide equally interacts with percentage and fixed amounts.
We added three new options for due dates:
You now have the ability to choose the time for payment reminders to send 🎉
We also added a new default canned email to make setting up reminders quick and easy. You can edit this default email under Templates >> Canned Emails >> Edit Templates >> Payment Plan Reminder. And of course, you can still create and select your own custom canned emails to use as reminders.
And finally, we have an update to how payment plans behave when your client makes a payment. Now, each installment will lock on the invoice as it is paid in full.
This will prevent paid installment amounts from changing if you update the invoice or your client adds a gratuity. Locked installments cannot be edited, but don't worry, they can still be deleted.
We hope you enjoy these updates and find building your next payment plan faster and easier than before! Want to learn more? Check out these articles on payment plans in our help center.
Originally posted: August 27th, 2021
We have assembled a new development team at Dubsado and they are focusing the next little bit on some "quick wins" as we like to call them. Quick wins are updates that our users have requested that are smaller time wise on the development side, but have a huge impact to you, our users! We are excited to share some quick wins we have ready for you all today.
1. Hyperlinked fields - Within a client or project view the fields that have a URL detected will now automatically become clickable.
2. Clickable invoices card on the dashboard - On the dashboard you can now click the open invoices section and be taken to the list view invoices page showing your list of open invoices.
3. Lead capture PDF download - With this update, we added the ability to download a PDF version of your completed lead capture forms.
4. New smart field for invoices, "invoice item name + description" - This new smart field will only show the invoice's item name and the description of it when you use that smart field. You can reference all smart fields for the invoice and how they look here.
In addition to those quick wins, working on our new form builder and updated schedule, we also did loooots of other things in the past month:
Originally posted: August 6th, 2021
For anyone with a custom domain email address connected to Dubsado via SMTP, we have an important update for you! We've added new tools to your email settings to make it easier to set up DKIM and SPF records with your domain host.
These records will help you improve the security of the emails you send through Dubsado. That means less emails going to your client's spam!
If you connected your email to Dubsado through Google or Microsoft, or you don't use a custom domain name for your email, you're all set! These updates do not impact your account.
To set up and verify your DKIM and SPF records, get started by heading to Settings >> Emails in your Dubsado account. We have an in-depth help article here to help you step by step.
Internet spammers will sometimes send emails through a domain that does not belong to them in order to fool the recipient. DomainKeys Identified Mail (DKIM) and the Sender Policy Framework (SPF) are security protocols that help authenticate outgoing emails.
Setting up DKIM and SPF records in your domain helps your email provider recognize emails that you send through Dubsado as legitimate. This in turn will help your clients' email providers verify that emails you sent through Dubsado should be allowed through.
These records can also help protect you against spammers abusing your domain for sending emails. All in all, it's a good thing to have set up if you're using an email with a custom domain!
DKIM and SPF work to authenticate emails in slightly different ways. We recommend setting up both for best results!
Originally posted: July 30th, 2021
Features are fun but bug fixes are just as important. Here is a few key things we fixed in the last month!
Originally posted: July 26th, 2021
With our annual summer sale kicking off this week, we felt it was the perfect time to bring some exciting updates to our affiliate dashboard and billing settings! You can access the affiliate dashboard and billing settings in your account by clicking on the gear icon in the top right corner.
Your affiliate dashboard has an all-new look and now includes some metrics to help you keep track of how your code is performing.
Please note that all metrics will start tracking from July 26, 2021 onward. Even if you have earned affiliate credit in the past, all of your metrics will start at zero as we launch this feature. Your unredeemed affiliate credits will not be affected and will still be visible in the My credit section of the affiliate dashboard!
The billing settings page got a fresh new look as well and now provides more details on your subscriptions.
We also added a few new features to make it easier to manage your payment method and records.
Originally posted: June 21st, 2021
Few bug fixes for you this week. Stay tuned in the coming weeks because we have some great updates coming!
Originally posted: May 21st, 2021
Some new bug fixes made their way in this week. Hope you all have a wonderful weekend. We cannot wait to get back to creating more awesome things for you all on Monday!