Sales article

Create an invoice manually or from an accepted proposal. This guide covers the manual path in DoubleScale Pro.

Step 1 — Open Invoices

Go to DoubleScale → Sales → Invoices and click New Invoice.

Step 2 — Contact & numbering

1. Select the contact to bill.
2. Invoice number is auto-generated from Sales Settings (you can override if needed).
3. Set the due date — used for overdue status and reminders.

Step 3 — Line items & taxes

Add line items the same way as proposals. Apply tax rates configured under Sales → Settings → Taxes.

Step 4 — Send or save

Send emails a payment link (Stripe if enabled). Save draft lets you finish later. You can also Record Payment manually after sending if the customer pays offline.

Convert from proposal

Shortcut: open an accepted proposal and click Convert to Invoice — line items and contact copy over automatically.