How to Create & Use Dubsado's Payment Plan Templates скачать в хорошем качестве

How to Create & Use Dubsado's Payment Plan Templates

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 --------------- NEXT STEPS: 1️⃣ Get a FREE Dubsado Blueprint: 👉 http://bit.ly/dubsadoblueprint 2️⃣ Check out all of my free & paid offers (includes Dubsado, ClickUp, Zapier, and more) 👉 https://bit.ly/pcoall 3️⃣ Subscribe on YouTube for more tips: 👉 http://bit.ly/productivecoyt --------------- 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 --------------- SAY HELLO: http://productiveco.com   / productiveco     / productiveco   #dubsado #paymentplan #paymentschedule