Managing Packages & Services

Packages and Services have some common properties:

Property

Description
Name The name that will be shown when choosing this product, as well as what it shown on the invoice line to clients
Price The total price per quantity of this product
Kind Whether the product price is fixed ($ Amount) or based on the total price of lines above it on the invoice ($ Percent)
Description The description for this product, which can be shown on invoices
Options The options that can be checked for this product

Editing/Deleting a service/package does NOT affect existing invoices (Previously invoiced items remain unchanged)

Creating a Service

Services represent individual line items that can be added to an invoice. They can also be assigned a Unit, which determines how the service is measured and tracked as a deliverable.

Services can also be linked to Appointment Presets to support invoice and claim creation and track service fulfillment.

Services can be added one of two ways

Creating a Service

  1. Press the + Service button.

  2. Fill out the necessary details.

When Show Description on Invoices is enabled, the service description will appear on invoices when the service is added directly. This does not apply to services included as part of a Package.

  1. Press Save Service to finalize service creation.

Importing Public Services

Pre-made services have been made publicly available by Doulado, in the effort to save you time.

  1. Use the Templates button

2.Browse and select from a list of pre-made services prepared by Doulado.

The pre-made services available to your business will be those that relate to any service areas in use among your label groups.

  1. Press the Add button to import the selected services.

Creating a Package

Packages bundle multiple services together into a single offering. When an invoice containing a package is approved or paid, each included service is tracked as a deliverable based on the quantity included in the package.

Here's how you can create a package:

  1. From the Billing tab > Services, click on the + Package button.

  2. Fill out the necessary details about the package you want to add.

  3. Click Save Package once you're done.

When you create a package, you can specify the quantity of each service included.

Once an invoice containing the package is paid, these services appear in the Services tab of the client’s profile, where you can track how much has been used and how much remains.

Duplicating & Deleting Services and Packages

  • Duplicate: Creates a copy of the product
  • Delete: Permanently removes the product from your library so it can no longer be selected for new invoices. Existing invoices will not be affected.