How to build packages in Dubsado

Описание: How to build packages in Dubsado

In this video I'll walk you through how to create and use packages in Dubsado. Packages are a helpful feature in Dubsado as they allow you to build proposals and invoices much faster. Whether you offer set packages or you customize your pricing for every client, setting up packages correctly can save you a lot of time.

You will learn:
• How to create a package from scratch
• How to duplicate and edit existing packages
• How to use line items and descriptions effectively
• How to assign categories for reporting and income tracking
• How to pull packages into proposals and invoices

If you're getting started with Dubsado, follow this series of videos to learn how to create the different templates that you'll use in Dubsado.

By Ema Katiraee - Certified Dubsado Specialist

0:00 Welcome
0:30 How to create & edit a package
4:03 How to duplicate a package

#dubsado #package #invoice

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Disclaimer: This video is for educational purposes only and does not constitute legal, financial, or professional advice. You are responsible for how you implement the information shared, and results may vary based on your business, settings, and processes. Some of the links in this description are affiliate links, and I will earn a commission if you make a purchase using them. This commission comes at no additional cost to you.