How to Bill for Exchanges and Dump and Returns in Docket

This document is a step-by-step guide to demonstrate how to bill for exchanges and dump and returns in Docket. There is a link to the video tutorial at the bottom of the page. If you still have questions or need additional support, please contact us via live chat at https://www.yourdocket.com/

Billing for Exchanges

Step 1: Open your Docket account and select Assets

Image demonstrating step 1 of billing for exchanges in Docket

Step 2: slide over to the Billing Issues tab

Image demonstrating step 2 of billing for exchanges in Docket

Step 3: Search and find the Exchange the needs billed and click + Create Invoice

Image demonstrating step 3 of billing for exchanges in Docket

Step 4: Select the rental invoice that matches the task and click Accept

Image demonstrating step 4 of billing for exchanges in Docket

Step 5: Click Create Invoice to create the invoice connected to that task

Image demonstrating step 5 of billing for exchanges in Docket

Billing for Dump and Returns

Step 1: Open up the Billing Issues tab

Image demonstrating step 1 of billing for dump and returns in Docket

Step 2: Search and find your dump and return task that needs an invoice added and click +Create Invoice

Image demonstrating step 2 of billing for dump and returns in Docket

Step 3: Click Select and Accept to add the invoice to the task

Image demonstrating step 3 of billing for dump and returns in Docket

Step 4: Click Create Invoice to complete the step

Image demonstrating step 4 of billing for dump and returns in Docket

Video: Billing for Exchanges/Dump and Returns in Docket

 

Billing for Exchange or Dump and Return Tasks from Docket on Vimeo.

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