Help › Invoices and payments

Create an invoice

Bill a client for a package, with a deposit and balance schedule.

  1. On the Invoices page, click New Invoice.
  2. Choose the client you're billing.
  3. Pick the package — this pre-fills a line item with the package price. Add or edit line items as needed (each has a description and an amount).
  4. Set the deposit amount and its due date, and the balance due date (DoulaFlow suggests the client's due date minus 28 days).
  5. Save the invoice.

DoulaFlow numbers it automatically (INV-001, INV-002, …). From here you can download the PDF to share with your client, and record payments as they come in.

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