Invoicing & Reporting

Never miss a payday

Make sure that next payment comes when it should. Dubsado invoicing makes it easier to get paid.

Invoicing & Reporting

There’s a form for that

Contracts &
Sub-Agreements

Make it official. Create contracts, agreements, and proofs for your clients to sign.

Questionnaires

Cut down on the emails. Collect all the info you need for the job in one quick, easy form.

Proposals

Sell your goods and services or create custom quotes. Embed a proposal to sell right from your website.

Lead captures

Embed a lead capture form on your website to get new clients quickly and easily.

Get paid without the hassle

Dubsado invoices are quick, simple, and accessible on any device. Connect to a payment processor, send a proposal, and start getting paid right away.

Help your clients stay on track

Set up custom payment plans for your clients with installments, due dates, and auto-reminders to ensure your clients pay on time.

Subscription-like services

If you offer an ongoing service, send recurring invoices to your clients and set up automatic payments.

I love how quickly I can pull together a contract and invoice simply by adding templates and packages! It saves me SO much time and it looks SUPER professional on the client's end. Another thing I'm very grateful for is the Payment Reminder Email, which you can set to go out on a specific date. That means I don't personally have to chase up client payments anymore (which is SO uncomfortable) - Dubsado just does it for me! And guess what? Clients almost ALWAYS pay on time because of Dubsado's Payment Reminder emails! Massive weight off my shoulders! Also I love how I get notified the minute my client has paid, so I'm not left wondering or guessing. Basically... I love everything about Dubsado! So much time, energy and stress saved !

Invoicing & Reporting
Emily Peilan
Web/Graphic Designer
Automation Overview

More efficiency, less effort

Custom triggers

Customize workflow actions to be triggered by specific conditions or at certain times.

Task reminders

Create task reminders within a workflow for you and your team to stay on track with each project.

Tags & statuses

Use workflows to tag projects and change project statuses for quick and easy organizing.

Autopay

Set up recurring invoices that automatically collect payments from clients, like a subscription.

Client reminders

Send automatic reminders to notify your clients about incomplete forms or upcoming payments.

Reusable templates

Create templates for workflows, forms, proposal packages, canned emails, and more.

Reporting

Track your growth

Every dollar counts. Dubsado helps you stay on top of your profits and losses.

Financial reports

Compare month to month financial history and view profit breakdown.

Chart of accounts

Organize your income and expenses into different categories.

Outstanding invoices

View all invoices that are past due with a single click.

Earnings goals

Set annual or monthly goals and track your progress along the way.

But wait, there’s more...

Overdue reminders

Send automatic reminders to your clients if a payment is missed. No more awkward check-ins.

Payment processing

Connect with your Stripe, Square, or PayPal account for simple payment processing.

Gratuity

Give clients the option to add a tip when making a payment.

No extra fees

Your payment processor’s transaction fees still apply, but we’ll never add any fees on top.