This document is a step-by-step guide to demonstrate how to add a credit and apply to invoices in Docket. If you still have questions or need additional support, please contact us via live chat at https://www.yourdocket.com/
How to Add a Credit in Docket
Step 1: Open up your Docket account and click Clients
Step 2: Search and find the client that needs a credit applied
Step 3: Double click the client, click the Actions drop down menu, and select +Add Credit
Step 4: Select the method that the credit is coming from
Step 5: Enter the amount to be added as a credit and click Add Credit
Step 6: To verify that a credit has been applied. Click Billing tab and you will see the latest entry
How to Apply a Credit in Docket
Step 1: Pull up the client that has a credit to apply to an invoice
Step 2: Find the invoice that a credit can be applied to and click Actions
Step 3: In the Actions drop down menu, select Apply Payment
Step 4: Select the credit amount that you would like to apply to the invoice
