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.

What are DKIM and SPF records?

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!

Bugfix

• Fixed an issue where a project would be created even if a client filled out a form with invalid dates. Now the project will not be created until the dates have been fixed. 🗓️✅
• Fixed an issue where you you couldn't search for clients via email address when creating a new project. Search away! 🔎
• Fixed an issue where the 'overdue invoices' counter on the dashboard did not match the number of invoices shown in that list. Overdue invoices are now properly catalogued. 🗒️🖊️
• Fixed an issue where invoices created by workflows did not display the correct "paid" status.
• Fixed an issue where a synced Cronofy calendar would become "stuck" in Dubsado due to an expired or invalid Cronofy account. No bueno. Now you'll be able to remove the calendar regardless!
• Fixed an issue where the button to reschedule an appointment in a canned email was not populating the correct link. 🔗
• Fixed an issue where workflow actions could not be bulk-updated from a relative date to a fixed date. Now it will function as intended. ☺️
• Fixed an issue where a selected date range on the invoices list would not include the start and end dates. But now it does! So if you select July 1st - July 15th, you'll now see invoices from both of those dates as well as from every date in between. ✨Inclusivity✨
• Removed the "Portal Password" smart field on forms. This was done as a security measure. Now when this smart field is used on a form, it will populate the client's email address instead of the password. However, you'll still be able to use this smart field within your emails!
• There have been sightings of a PayPal payment pop-up appearing and then quickly disappearing. 👀 This doesn't affect anything, but we'd still prefer that it didn't happen, so our devs are working hard to identify the cause of this. Your days are numbered, PayPal ghost. 👻

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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.

Affiliate dashboard

Your affiliate dashboard has an all-new look and now includes some metrics to help you keep track of how your code is performing.

• Conversion rate: Percentage of referrals you've received credit for out of everyone who's used your code so far.
• Trial users: Users who have used your code to sign up for a free trial.
• Pending users: Users who have used your code to sign up for a paid subscription within the last 60 days.
• Total earnings: Credit earned from users who used your code to sign up and have kept their paid subscription for over 60 days.

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!

To learn more about our affiliate program and setting up an affiliate code, check out our help article. On July 21, we announced updated Affiliate Terms & Conditions.

Billing settings

The billing settings page got a fresh new look as well and now provides more details on your subscriptions.

• If you enter a coupon code when subscribing, you'll see an updated total due today and clear terms for future automatic payments.
• See your next billing date and payment amount for each subscription at a glance.
• Click More >> Show add-ons on a brand to view your multi-user subscription tier.

We also added a few new features to make it easier to manage your payment method and records.

• Easily see which payment card is stored on file and update it if needed.
• Enter an optional Tax ID when starting a new subscription or while updating your payment method if you'd like that information to appear on your Dubsado subscription invoices.
• Download past invoices for your records from the Billing history table.

Bug fix

• Fixed an issue where sometimes an affiliate code was not saved on a new user's account after they signed up for a trial through an affiliate link.

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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!

Bugfix

• Fixed an issue where the Invoices page was not properly loading for some users due to a calculating error. Now, if there is a remainder on an invoice that cannot be calculated, you will see 'N/A' displayed in the Payments column. 💰
• Fixed an issue where two scroll bars would appear if a long email was displayed in the reply window. 📜📜
• Fixed an issue were the 'project source' and other mapped fields were not properly displaying in a lead capture form notification email. The email will now properly display what the client wrote or selected on the form. 📝✅

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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!

Bugfix

• Now when syncing an invoice that has a refund applied, instead of an error message, there will be a message that specifically says that the refunds cannot be brought into Quckbooks or Xero. 📚💰
• Fixed an issue where reminder emails for contracts were not being sent properly. Now they're good to go ➡️➡️
• Dubsado contracts saved as PDF's will now display the signature timestamp based on the user's time zone. 🌎
• Fixed an issue where previewing a sub-agreement would show the current date on the user's countersignature instead of the date of the signing. Now the correct timestamp will be displayed.
• Xero — discounts can be synced once again!
• Xero — invoices with more than 7 line items can now be properly merged.
• Fixed an issue where clicking on an appointment would produce a pop-up with an inconsistent title. Now, regardless of where you select the appointment, the title will be "Edit Appointment". ✏️

Originally posted: May 6th, 2021

In your Dubsado account, you now have the ability to sort your invoices by current payment status. This makes it easy to see, at a glance, an entire list of invoices that are unpaid, in-progress, paid, overdue, or closed.

To see this new feature in action, head to REPORTING >> INVOICES. Here you will see a filters button. Click to access different filters you can add to sort your invoice page. Once you have your filters set how you'd like click APPLY FILTERS and you can look through the page.

Once you've applied the filters, you can also click the EXPORT AS CSV button to export just what is showing on that list.

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Originally posted: April 30th, 2021

Another week in the books and here we are with another round of bug updates.

Feature

• ❗NEW FEATURE❗The ability to close invoices is now available to everyone! ✨ Click here for that release

Bugfix

• Added more changes to address the issue of users being disconnected from their Xero accounts
• Fixed an issue where fully paid invoices with refunds sometimes incorrectly showed a yellow status bar, indicating that they were still 'in progress'
• Now when you submit a proposal with a payment plan to a project with a closed primary invoice, a new invoice will be created, and the payment plan will be applied to that new invoice. That was a marathon of a sentence, huh? 🏃

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Originally posted: April 23rd, 2021

Another week flown by and my was it a busy one. Our team was busy crushing bugs and posting updates. If you missed it, we released a pretty handy feature this week, Closing Invoices. Check out all the details here.

Enjoy a recap of this week's bug fixes.
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Feature

• Closing Invoices more info about this release

Bugfix

• Fixed an issue where some Xero users were having to unnecessarily disconnect and reconnect their Xero accounts to Dubsado. 🔌
• Fixed an issue where duplicates of uncategorized transactions would appear on the transactions page after applying a date filter. No, you were not just seeing double. That was on us. 🤓👯
• Fixed an issue where project notes and call logs would disappear if any project fields (including custom mapped ones) were made within the project. No more vanishing acts. 🎩✨
• Fixed an issue where some users were seeing uncollectible payments being applied to invoices on archived projects. This is related to a new "closed invoices" feature, and only those in the beta should have seen any changes. We're...really sorry about that. These were not real payments. They were lies. 🤥
• Fixed an issue where creating a Zapier Zap using the "After contract is signed" trigger in a workflow would show the three oldest contracts in your brand. Now it'll show the three newest ones. 💪😎
• Fixed an issue where a blank error message would appear after clicking "Cancel" on the form deletion confirmation pop-up in your templates. That was a mouthful.
• 🔒Security Update!🔒 Now Dubsado data only be accessed, edited, created, or deleted by Dubsado and sites that we specifically designate (such as Zapier).
• Fixed an issue where attachments were not properly sending in an upcoming email update. The update has not yet been released...but we'll let you know when it is. 😃
• Email drafts will no longer persist after you reply in an email thread.

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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!
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👉 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.

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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...