Dubsado Invoice Payment Override: Enable Credit Cards for Individual Clients

Sometimes you want to allow individual clients to pay via a method that you do not make available for everyone. Here’s how to override payment options on Dubsado invoices for individual clients, without having to turn on that payment method for everyone!

DIRECTIONS

  1. Navigate to the client’s project
  2. Go to the “Invoices” tab
  3. Go to the “Invoice Options” sub-tab
  4. Under “Payment Options”, click “Override”
  5. Select the payment options that you want to make available for that particular client
  6. Click “Save”
  7. VOILA!
  1. […] pay that way. When that happens, I recommend enabling credit cards for that one transaction. Here are instructions on how to do that for individual […]

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