For the complete documentation index, see llms.txt
For the complete documentation index, see llms.txt
How do I create an invoice?
You can create and send an invoice directly from your doola dashboard in a few steps.
1. Go to your Invoice Dashboard.
2. Click Generate Invoice.
3. Add the client - enter their name, or add them as a new client first if they're not already in your list.
4. Set the invoice date and the invoice due date.
5. Add the line item(s) for what you're billing.
6. Update the message on the invoice and attach any supporting files, if needed.
7. Select the invoice payment method(s) you want to accept.
Note: if you choose manual payment, you won't be able to add any other payment option alongside it.
8. Choose your notification preferences, so you know when the invoice is viewed or paid.
9. Review the invoice and click Send.
Once it's sent, you can track its status (sent, viewed, paid) from the Invoice Dashboard.