Creating and sending invoices

Within Doulado, you have the ability to create invoices for your clients then send them out for payment. There are two different ways that you can complete this task.

Before you create invoices you will need to add your services and packages.

Method #1

Creating an invoice from within the client profile:

1. Select the client you want to send an invoice to from main client list
2. From within the client profile, select the Invoices tab

3. Click + Invoice in the top right corner
4. Enter the information for the invoice

These fields will auto populate:

1. Send to
2. Invoice#
3. Date

Enter data into the following fields:

1. Items
   1. Date (optional)
   2. Package/Services (click add item to add more that one service)
2. Payment Schedule (see our Invoice Installment article for more details on this)
3. Note (optional, see our Invoice Note article for more details on this)
4. Send options
   1. Send to client (or contact if added)
   2. Keep as a draft
5. Emails
   1. Leave checked to send email reminders to recipient (Unchecked will not send payment reminders)
6. Send a Copy
   1. Leave checked to send a copy of the invoice to your email (a PDF copy will be available to view in your invoices tab)

4. Click Create Invoice

Method #2

Creating an invoice from the Billing tab.

1. Select the Billing tab at the top

2. From there select the Invoices tab on the left

3. Select the + Invoice option at the top of the screen
4. Since the invoice was created through the Billing tab you will have to enter the Name of the client.
5. Follow directions above to fill out the invoice fields!