Manually Logging a Payment in Dubsado 3.0

Dubsado keeps your billing organized by allowing you to track payments directly inside invoices - whether those payments were processed and subsequently logged automatically via Dubsado and your selected payment processor, or received externally.

From time to time, you may need to log a payment manually, especially when you're accepting offline payment methods or recording funds that came in outside of Dubsado’s connected payment processors.

Logging payments accurately helps keep your books clean, ensures invoices reflect real balances, and allows you to maintain reliable financial records for every client and project.

You can open a client’s invoice in two ways:

1) Navigate to Invoicing on the left sidebar and select your Invoice from the list

2) Navigate to Projects, select your Client, open the Invoices tab, and select the Invoice

Once inside the invoice:

→ Scroll to the Bottom of the page

→ Click Log Payment

→ Use the Dropdown to select how the payment was received (ex: cash, eTransfer, etc.)

→ Input the Amount Paid

→ Adjust the Date to match when funds were received (recommended for bookkeeping accuracy)

→ Click Save

You’ll see the payment logged with a success confirmation.

If you need to edit or remove a logged payment:

→ Click the 3 Dots next to the payment

→ Select Edit, Log Refund, or Delete

A refund logged in Dubsado is for bookkeeping only and does not process money back to the client. To issue a true refund through Stripe, click here to learn how to issue a refund via Stripe.