Doulado Knowledge Base
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  • For Clients
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Invoices & Payments

  • Invoice Overview
  • Creating an invoice
  • Deposits, due dates and installments
  • Recording a payment for an invoice
  • Accepting HSA/FSA Funds
  • Invoice Installments
  • Creating Services & Packages
  • Creating & Adding Note Templates to Invoices
  • Creating a $0 Invoice
  • Changing your currency type
  • Accepting payments with Doulado
  • Stripe- Changing Accounts
  • Business Information on an Invoice
  • Tax Prep- Exporting your Data
  • Invoice Visibility
  • Linking your Visit Log to Paid Services
  • First Stripe payout

Categories

  • Calendar
  • Claims
  • Getting Started
  • Client Portal
  • Clients & Journeys
  • Templates & Paperwork
  • HIPAA
  • Invoices & Payments
  • Lead Capture
  • Messaging
  • Plans & Billing
  • Recommendations & Best Practices
  • Referrals & Affiliate Program
  • Tasks & Reminders
  • Teams & Agencies
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