How to Manage Customer Invoices with doola Bookkeeping

Managing customer invoices is a critical aspect of maintaining healthy cash flow and ensuring the financial stability of your business. With doola Bookkeeping, this process becomes streamlined and efficient, allowing you to focus more on growing your business and less on administrative tasks.

In this comprehensive tutorial, we’ll walk you through how to manage customer invoices using doola Bookkeeping.

We’ll cover everything from setting up your account to creating, sending, and tracking invoices.

Introduction to the doola Bookkeeping Dashboard

doola Bookkeeping is a user-friendly platform designed to simplify financial management for businesses of all sizes. It offers a range of features, including invoicing, expense tracking, and financial reporting, all accessible through an intuitive dashboard.

1. Set Up Your doola Account

Before you can start managing invoices, you’ll need to set up your doola account.

✅ Sign Up: Visit the doola website and sign up for an account. You’ll need to provide basic information about your business, such as your business name, contact details, and preferred currency.

✅ Subscription Plan: Choose a subscription plan that suits your business needs. doola offers various plans with different features and pricing.

✅ Payment Information: Enter your payment details to activate your subscription.

2. Navigate the Invoice Dashboard

Once your account is set up, you can access the Invoice Dashboard.

Access Your Dashboard:

Log in to your doola account and click on the “Invoices” tab in the main navigation menu.

Dashboard Overview:

The Invoice Dashboard provides an overview of your invoicing activities, including:

• Unpaid Invoices: Invoices that have not yet been paid.

• Paid Invoices: Invoices that have been paid by customers.

• Overdue Invoices: Invoices that have not been paid by the due date.

3. Create a New Invoice

Creating a new invoice in doola involves a few simple steps:

✅ Step 1: Click “Create Invoice”

On the Invoice Dashboard, click the “Create Invoice” button to start a new invoice.

✅ Step 2: Enter Customer Information

• Existing Customers: Select a customer from your existing list.

• New Customers: If the customer is new, click “Add New Customer” and enter their details, including name, email, and billing address.

✅ Step 3: Add Invoice Details

• Invoice Number: doola automatically generates an invoice number, but you can edit it if needed.

• Invoice Date: Set the date of the invoice.

• Due Date: Specify the payment due date.

✅ Step 4: Add Line Items

In this step, you need to key in the required details for each item:

• Description: Enter a description of the product or service provided.

• Quantity: Specify the quantity.

• Unit Price: Enter the price per unit.

• Total: doola calculates the total amount automatically considering the tax rate.

✅ Step 5: Apply Taxes and Discounts

• Taxes: If applicable, select the tax rate to apply.

• Discounts: Enter any discounts to be applied to the invoice.

✅ Step 6: Add Notes and Terms

• Notes: Include any additional information for the customer.

• Terms: Specify payment terms, such as accepted payment methods or late fees.

The image below shows how to add or edit your payment settings for each client.

4. Customize Invoice Settings

doola allows you to customize your invoices to reflect your brand.

• Logo: Upload your business logo to appear on the invoice.

• Color Scheme: Choose colors that match your brand identity.

• Template: Select from different invoice templates to suit your preferences.

5. Send Invoices to Customers

After creating and customizing your invoice, it’s time to send it to your customer.

✅ Step 1: Review the Invoice

Click on “All Invoices” to view the ones to want to send and ensure all information is accurate and complete.

Choose the client you want to send the invoice to, from a list of client names.

✅ Step 2: Choose Delivery Method

• Email: Send the invoice directly to the customer’s email address.

• Download: Download the invoice as a PDF to send manually or print.

✅ Step 3: Send the Invoice

• Click the “Send” button to deliver the invoice to your customer.

6. Track Invoice Status

doola provides real-time tracking of your invoices.

Status Indicators:

👉🏼 Sent: The invoice has been sent to the customer.

👉🏼 Viewed: The customer has viewed the invoice.

👉🏼 Paid: The invoice has been paid.

👉🏼 Overdue: The invoice is past the due date without payment.

Reminders: Set up automatic reminders to notify customers of upcoming or overdue payments.

7. Manage Payments and Receipts

Recording payments is essential for accurate financial records.

Step 1: Record a Payment

• When a customer makes a payment, open the corresponding invoice and click “Record Payment.”

Step 2: Enter Payment Details

• Payment Date: Enter the date the payment was received.

8. Use doola’s Dedicated Bookkeeping Support

A dedicated bookkeeper from doola’s team of experts is your financial partner, ensuring you stay compliant and efficient.

If you ever feel overwhelmed, here’s how you can opt for our dedicated bookkeeper support:

• Contact Your Bookkeeper: Use the chat feature on the dashboard to connect with your bookkeeper.

• Schedule free demos: Book a free session for tailored advice on managing invoices and cash flow.

• Gain Insights: Leverage expert recommendations to optimize your invoicing process.

Manage Customer Invoices With Confidence — Let’s doola It!

Managing customer invoices doesn’t have to be a tedious chore. With doola Bookkeeping, you’ll gain a powerful, user-friendly tool to handle invoicing efficiently while maintaining a steady cash flow.

From creating invoices to tracking payments and generating reports, doola simplifies every step.

Ready to transform your invoicing process?

Book a free demo with doola today and see how we can elevate your business’s financial management.