Auto-fill the balance-due date on new invoices — by gestational age or a set number of days.
1. Go to Settings → Automations. 2. Turn on Suggest a balance-due date on new invoices. 3. Choose how the date is worked out: - Based on due date — pick a number of weeks of pregnancy (e.g. 36). DoulaFlow sets the balance due at that point in the pregnancy, so 36 weeks lands the balance 4 weeks before the due date. - Days after invoice — pick a number of days after you create the invoice. Great for postpartum work, where there's no due date.
When you create an invoice and choose a package, the Balance Due Date fills in from your choice. It's only a suggestion — you can always change it before saving. With the helper off, the field simply starts blank.