Taxes and discounts on your first invoice do not need to be intimidating — they just need to be configured once.
Walk through tax lines, early-payment discounts, and deposit invoices step by step in your first billing workflow.
1. Set Default Tax Rates for Your Region
Your business name, address, tax ID, and logo belong in Friendly Dolphin once — they auto-fill every document afterward.
Double-check details before the first send; corrections are easier than reissuing invoices.
Setup time pays back on every invoice you send this year.
2. Add Discounts Without Breaking Totals
Pick a clean layout with enough room for line items and notes. You can switch templates later without re-entering data.
Preview the PDF exactly as clients will see it before hitting send.
A polished template signals that you run a professional operation.
3. Send Deposit Invoices Before Final Billing
Send a test invoice to yourself first, then bill a real client with a small, low-risk line item if you want extra confidence.
Track status from sent to viewed to paid so follow-up is data-driven.
