Invoices
Doulado allows designing and send invoices to clients in order to collect or record payments. Invoices can be paid by way of a single payment on the due date, or by way of multiple installments with customizable amounts and due dates.
Once created, invoices can be sent to clients for approval and payment, with reminders and status tracking throughout the payment lifecycle.
Jump to
Articles
- Create or Edit an Invoice
- Actions and Statuses
- Invoice Payment Schedule
- Changing your currency type
- Business Information on an Invoice
- Tax on Invoices
Where to Find it
Invoices are managed in the following areas:
- the Invoices tab of a Client Journey, for invoices belonging specifically to that client
Features
There are several things invoices can do:
- Collect card or bank payments from a client with connection to our payment processor, Stripe
- Record payments made outside of the platform (i.e., Venmo or check)
- Create deliverables to track hours or services provided
- Automatically send reminders to the client when payments are due
Your business information and logo will automatically appear at the top of invoice when added into your business settings. Clients can easily see their invoices charges, as well as the designated payment schedule.
Payment Processing
- If you want to enable payment processing through Doulado, clink here for more information
- Each team or tab has it's own Stripe connection. If a team invoice is paid, it will be connected to that team's account.
- If you do not connect with Stripe, you can still use invoicing for clients and offer payment instructions within the invoice note. If Stripe is not connected, they can "approve" this invoice to accept it.
Invoice Settings
The invoice settings page can be accessed using the Settings button found in the footer of Doulado's Invoices page.
