Invoice Overview
One of the features included with all subscription levels within Doulado is the ability to send invoices to clients and collect or record payments. 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.
Parts of an invoice
#1: Send To (Client or Contact)
This field will default to the client you are viewing, or can be selected from a dropdown if started an invoice in the Billing section.
#2: Invoice Number
This number will auto-increment, starting at 1. If you want to use a custom number, enter it here. The next invoice will resume counting from the new number.
Invoice numbers cannot be duplicated across your business. The invoice numbers are generated per business not per client.
#3: Date
This is the date the invoice was created, and can be changed to a future date. If there is a deposit, this is the also the due date for the deposit.
#4: Items
Add packages and services to the invoice, adjusting prices and quantities (if you have permission). The total for all items will appear at the bottom. The services and packages that appear in the dropdown can be added or edited in the services tab, above invoices!
#5: Payment schedule
This portion of the invoice allows you to schedule when payments are due. You can add an amount to the deposit (deposit due date=invoice date), select from the "payment every" dropdown or add custom installments.
#6: Due In
You can choose when the final payment is due in this dropdown. If used in conjunction with #7, it will auto populate the the payment schedule. Below are the options that can be selected for this field:
- Upon Receipt
- In 2 Weeks
- In 1 Month
- In 2 Months
- At 36 Weeks (shown is client has a due date added in their account)
#7: Payment Every
You can use this dropdown to automatically populate an installment schedule for your invoice. The options you have available are:
- Every Month
- Every Week
- Every 2 Weeks
- Every 3 Weeks
#8: Note
This note will appear at the bottom of the invoice for a client to view. You can create note "templates" to easily include a common message!
#9: Send
This drop down will allow you to send to the client, the contact (if added to profile) or save as a draft for further editing.
#10: Reminders
Choose to send reminders to your client. If checked, your client will receive email reminders when payments are due in a few days, and when they are overdue by a day.
#11: Send Yourself a Copy
Check this box to email yourself a copy of the invoice. You will also be able to view a PDF of the invoice within Doulado after it is created.
#12: Visibility to Others
Checking this box will leave this invoice private to you (and team owners, if on a team). If you are on a solo plan, and leave this box checked, any other doulas that you share this client profile with will not be able to see the invoice. If you are on a team plan, and leave this box checked, only yourself and any team owners can view this invoice (contributors and other doulas assigned to this profile would not be able to view it).