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How to Use the Invoice Due Today Notification in Docket

Gabriel
Updated

This document is a step-by-step guide to demonstrate how to use the invoice due today notification 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/

Invoice Due Today Notifications

Step 1: Open your Docket account and click Account

Step 1 in the invoice due today notification settings.

Step 2: First, click Settings, then Notifications, and then View on Client Notifications

Step 2 in the invoice due today notification settings.

Step 3: Click Financial Notifications

Step 3 in the invoice due today notification settings.

Step 4: Find the setting called Invoice Due Today. Make sure that the correct method of communication is enabled by adjusting the toggles on/off for text or email. You can customize the message by adjusting the text in the Custom Message box.

Step 4 in the invoice due today notification settings.

Video: Invoice Due Today Notification Setting


 
This video will show you how to access and use the Invoice Due Today notification in your Docket account.
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