How to Create & Use Dubsado's Payment Plan Templates

Dubsado
Written By Rae Targos
"How to Create & Use Dubsado's Payment Plan Templates" thumbnail

Dubsado* made updates to their payment plan feature recently and made them easier to use. In this video, I break down how payment plans step by step. I share a quick way to set up payment plans, how to use them on regular and recurring invoices, and so much more.

Press ‘Play’ to Watch the Video

Video Timestamps

  • 0:00 Intro

  • 0:57 What payment plans are & what they look like

  • 2:44 HOW TO SET UP A PAYMENT PLAN TEMPLATE

  • 3:31 Relative, fixed, and TBD due dates

  • 6:16 Divide equally, percentage, and fixed amounts

  • 7:35 Payment reminders

  • 10:15 HOW TO APPLY PAYMENT PLAN TEMPLATES

  • 10:26 Workflow automation & payment plans

  • 10:36 Proposals & payment plans

  • 10:59 Manually created invoices & payment plans

  • 12:23 How payment plans work on recurring invoices

  • 13:02 Outro & free resources

Rae Targos http://productiveco.com
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