Manually Apply Payment/Refund to Invoice
1. Navigate to relevant project
2. Click "Invoices" tab
3. Click "Apply"
4. If applying a payment received outside of Dubsado, click "Payment".
If applying a refund, skip to step ???
5. Insert all payment details.
6. Click "Apply"
7. If applying a refund, click "Apply"
8. Click "Refund"
9. Fill in all appropriate information. Remember that this isn't actually refunding your client, it's just noting it for your Dubsado records.
10. Click "Apply"
11. Scroll to the bottom of the Invoice page to see your payment and/or refund applied to the invoice.
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A Note on Refunds
Unless you are using Dubsado payments, applying a refund to an invoice in Dubsado does not initiate a transfer of funds back to your client. But, it's still important to record any refunds issued on your invoices!
Applying a refund generates a refund receipt that you can MANUALLY send to your client. The refund receipt will include the Refund note to your client if you entered one. Clients can also navigate back to the original invoice.