How to Create & Use Dubsado's Payment Plan Templates

Описание: In this video, I break down how to use Dubsado's payment plan feature step by step.

Timestamps below:

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


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NEXT STEPS:

1️⃣ Get a FREE Dubsado Blueprint:
👉 http://bit.ly/dubsadoblueprint

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👉 http://bit.ly/productivecoyt

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TOOLS I USE:
Disclaimer: there may be affiliate links in this description or video

🟢Dubsado CRM: https://www.dubsado.com/?c=productiveco
💸Discount: Use code “productiveco” for 30% off your first month or year.
🟣ClickUp for project & task management: https://bit.ly/pco-clickup
🟠Zapier (for integrations): https://zapier.com/
🟡Loom (for video recording and screensharing): https://bit.ly/loom-video-recorder

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SAY HELLO:
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  / productiveco  
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#dubsado #paymentplan #paymentschedule