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Invoices & Getting Paid

Invoices & Getting Paid

Learn how to create and edit Invoices as well as send them off to your clients for payment.

Paxton Willard avatarDixie Willard avatarSarah Daniele avatar
17 articles in this collection
Written by Paxton Willard, Dixie Willard and Sarah Daniele

Invoices Overview

Learn how to create and edit Invoices as well as send them off to your clients for payment.
Paxton Willard avatar
Written by Paxton Willard
Updated over a week ago

How to turn a Proposal into an Invoice

Your clients have approved your Proposal and you're ready to create an Invoice. Here's how!
Paxton Willard avatar
Written by Paxton Willard
Updated over a week ago

How to create an Invoice

Learn how to create an Invoice for Products and Services to send to your client.
Paxton Willard avatar
Written by Paxton Willard
Updated over a week ago

Creating an Invoice from your Products & Services tab

Easily create or add to an existing Invoice from your Products & Services tab.
Paxton Willard avatar
Written by Paxton Willard
Updated over a week ago

Editing an Invoice

Learn how to edit your Invoice
Paxton Willard avatar
Written by Paxton Willard
Updated over a week ago

Creating Additional Payments on an Invoice

Create additional payments on an Invoice to collect deposits
Paxton Willard avatar
Written by Paxton Willard
Updated over a week ago

Passing Credit Card or ACH Fees to a Client

Learn how to pass along the credit card or ACH bank transfer fees to your client.
Paxton Willard avatar
Written by Paxton Willard
Updated over a week ago

How to email an Invoice to your client

Learn how to email an Invoice to accept payment from a client
Paxton Willard avatar
Written by Paxton Willard
Updated over a week ago

Manually Mark Invoice as Paid

Did your client pay by check, cash, or another payment method outside of your Studio? Mark the Invoice as paid manually!
Paxton Willard avatar
Written by Paxton Willard
Updated over a week ago

Download an Invoice as a PDF

Download a PDF of your Invoices for your records.
Paxton Willard avatar
Written by Paxton Willard
Updated over a week ago

Download an Invoice as a CSV

Download your Invoice as a CSV to import into your accounting software.
Paxton Willard avatar
Written by Paxton Willard
Updated over a week ago
Accepting Payments

Accepting ACH Bank Transfers in Mydoma

Learn how your clients can pay their invoices even easier with ACH Bank Transfer in Mydoma
Sarah Daniele avatar
Written by Sarah Daniele
Updated over a week ago
Client Credits

Client Credits Overview

Create and apply client credits including retainers, deposits, prepaid blocks of hours, returns, cancellations, and refunds
Dixie Willard avatar
Written by Dixie Willard
Updated over a week ago

How to work with Retainers?

Create a Retainer for your design clients
Paxton Willard avatar
Written by Paxton Willard
Updated over a week ago

Prepaid Block of Hours

Create and keep track of a Prepaid Block of Hours for your design clients
Paxton Willard avatar
Written by Paxton Willard
Updated over a week ago

Creating a Credit for a Return or Cancellation

How to credit a product on a paid invoice.
Dixie Willard avatar
Written by Dixie Willard
Updated over a week ago

Creating a Refund for a Return or Cancellation

How to refund a product on a paid invoice.
Paxton Willard avatar
Written by Paxton Willard
Updated over a week ago