Creating Services & Packages

In Doulado, you can add all of your services that you offer and create custom packages. This step needs to be completed before you can create invoices.

Creating Services

  1. From the dashboard select the Billing tab at the top of the screen

  1. Select the Services tab on the left side of the screen

  1. Select the option at the top right of the screen +Service
  2. In the Add a New Service Screen, enter in the following information
    1. Service name
    2. Dollar amount
    3. Description (optional, and not currently viewable by the client)

  1. Click Save Service

Creating a Package

  1. From the billing tab, select Services
  2. Select the option at the top of the screen for +Package
  3. From the Add a New Package screen, enter the following information
    1. Name of the package
    2. Package price
    3. Description (optional, and not currently viewable by the client)
    4. Services (individual)
    5. Quantity of that service included

  1. Click Save Package

If you create your packages with # of each service, then when an invoice is created and paid with that package, it will show up in the services tab of the client profile so that you can keep track of what has been used and what is remaining.