Invoice Payment Schedule

Where to Find It

When creating or editing an invoice for your client, the Payment Schedule section can be found about halfway, just below the Items section and above the Note section.

Configuring the Schedule

There are some presets that include breakdowns of every week, every month, every 2 weeks, and every 3 weeks or you can add them as you wish!

Installments

Press on an installment to customize it.

• Retainer - You can customize the amount that will be . Enter the value and click on the check button. Set this to $0 in order to not require a retainer to be paid on invoice date.

• Payment # - There can be any amount of custom installments (including none), for any dates that you might want to take payment from the customer between the invoice date (retainer) and the invoice's Due Date.
• Due (Final) -

1. You can click on Due In... to select one of the default due dates, or click on the blue box below Due (Final) to edit that date. (That $ cannot be edited, but is total less other installments)

5. To add installments, click on Payment Every... to select one of the default options. Each time you add another installment, you can customize the date and the $ for that payment.

   

   1. To add a new payment schedule, click on the + button. This will adjust the Final price due.

      Once your payment schedule is finalized, you can use the Note field to send a customized message to your client about the invoice.

      

   2. In the dropdown under Send, choose whether to send the invoice to the client right away or to keep it as a draft.
      • If you don't want the client to receive the email that an invoice has been created within Doulado, leave it as a draft.
   3. Under Reminders, enable Send Email Reminders if you want your clients to receive automatic email notifications about this invoice.
   4. Enable the Visibility option to have this invoice be viewable to only the sender and team owners.
      • Leaving this box disabled will allow other providers to see this invoice.
   5. Under Options, you may choose to also publish this invoice to your client's portal and also track the services in this invoice as deliverables. Tick their box to enable them accordingly.
6. Click on Create Invoice to complete.
7. When you're done setting up the invoice, click Create Invoice.