Customer & Billing Management
Everything to manage clients, invoicing, pricing and payment processing.
Collections
- QuickBooks Online Integration
Find step-by-step guides and FAQs for connecting Docket with QuickBooks Online. This section covers setup, syncing, troubleshooting, and best practices to keep your accounting data accurate and up to date.
- Billing & Invoicing
Manage billing cycles in Docket.
- Client Management
Manage customer details and records.
- Pricing & Rate Models
Configure pricing for your services.
- Credit Card & ACH Processing
Secure payment options in Docket.
- Customer & Financial Reporting
Run reports on clients, invoices, and payments.