Invoice Installments

When creating an invoice for your client, you can completely customize the payment schedule so that each installment date and amount can be customized individually. 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!

Here is how to use the  Custom Installments:
  1. Start a new invoice
  2. Add the client info, invoice date, and services to your invoice
  3. If you would like to add a deposit, click on the blue box below deposit to edit the $. (If you would like to change the deposit date, you can change the invoice date at the top!)
  4. 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)

  1. To add installments you can click on Payment Every... to select one of the default options, or you can click the + in the payment schedule to add a + new payment.
  2. Each time you add another installment, you can customize the date and the $ for that payment.
  3. Once your payment schedule is finalized, you can add a note, and then choose to send the invoice to the client or leave 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)

  1. You can then select to turn off email reminders about payments due. It is defaulted to be on, and when the box is checked, it will send email notifications to your client when payments are coming due, or overdue. The box can be unchecked to not have the email notifications go to your client. (If you choose to send the client the invoice, they will still receive the email that the invoice was created)
  2. When you are ready, click create invoice to complete!