Creating Invoices and Paying Charges
You can create invoices for both services and products. Invoices can be created at the proposal or project level. We recommend creating invoices from the proposal because it gives you the best view of what items have been invoiced/ paid or not. When items on a proposal are added to an invoice they are automatically tagged as “invoiced” on the proposal. When an invoice is paid, the items from the invoice are tagged on the proposal as paid. Unpaid invoices can be deleted and the proposal tag will update to unpaid. Clicking “invoices” at the project level will show you a dashboard of all invoices for the project and their status. Payment for invoices can be through credit card, ACH ( USA only) or “marked as paid”. Marked as paid allows you to record the invoice as any payment method. Invoices will automatically close when paid. Paid invoices cannot be deleted.
How to create a new invoice from a proposal
From within the proposal click order/ invoice at the top of the action bar
Assign an invoice number
Click “create invoice”
A window with available items ( products and services) to invoice. Select the products or services you’d like to add to your invoice. If a product has been previously invoiced it will not show up in the list.
“Click “add items to invoice”
Edit/ customize your invoice
Editing and Customizing an invoice
Client: Assign a client to the project. If no client is available, add a client to the project.
Ready to invoice your client- “ Ready for client to pay”
Invoice File: attach any supporting documents here. Time tracking PDF reports work perfectly here.
Notes: Leave note for the client
How to add items from a proposal to an existing invoice?
How to email an invoice and accept payment from a client
From within the invoice, click email invoice in the top action bar. Customize the message to your client. Your client will receive an email with a link to securely pay the invoice by credit card without having to log in.
Alternatively, message your client and have them log into the studio and pay directly. Clients can pay invoices by credit card or ACH when logging in.
Why is “email invoice” greyed out ?
An invoice must have no errors, have a client assigned, and be set “ready to pay” in order to email the invoice to the client.
Passing Credit Card Fee to a Client
You can easily pass the credit card processing fees along to your client, see the amount that you are making before and after passing the credit card processing fees to your client by checking the box as shown in the video below.
Note: By choosing to pass credit card fees onto a client, you agree to adding a fee line item to their checkout total and to having legal right to do so in your local jurisdiction.
You can quickly break out your invoice into partial payments with due dates for you client. We will automatically calculate the % amount for you as well.
Note: Partial payments that have not been marked as paid can be edited at any time.
Did you know??
You can now email the client for your Partial Payments directly from Mydoma. Once the partial payment is add, just click on Email Invoice in the blue action bar, this will prompt you to email the invoice with either the Full amount or the Partial Payment only, as shown in the screen shot below.