Configuring billing settings in Docket is essential for managing invoices, charges, and payment processes. This article explains the key billing settings and provides recommendations for setup.
Accessing Billing Settings
- Navigate to Account > Settings > Company.
- Click on the Billing Settings card.
General Tab Settings
- Notifications: Tracks who sends invoices for recordkeeping. Keep this enabled for an audit trail.
- Pricing Tools:
- Convenience Fee: Optional; adds a fee to all estimates and invoices. Consider leaving this off and adding fees manually for credit card customers.
- Fuel Surcharge: Acts like a tax on all line items. If using a fuel surcharge under Dumpster Management, leave this off to avoid duplication.
- Settings:
- Set a dollar threshold to place accounts on hold if customers owe beyond this amount. This flags accounts during task creation as a reminder to pause service.
- Billing Template Categories: Use this to organize pricing templates for easier management.
- Greeting Box: Add a custom message at the bottom of invoices or estimates.
- License Number: Display a license number on invoices, if required.
Charge Tab Settings
Applicable if you’re using charges to consolidate billing:
- Associated Task: Choose whether compiled charges are tied to the drop-off or pick-up task.
- Mark Charges as Rental Completed: Toggle this on if rentals are considered complete after a dump and return or bin exchange.
Invoice Tab Settings
These apply regardless of your billing method:
- Automations:
- Create Task After Invoice Creation: Leave off unless your workflow requires invoices before tasks.
- Share Invoice Automatically: Leave off for manual invoice sharing control.
- Additional Fields:
- Add fields like project name, PO number, service address, and summary of work for more detailed invoices.
- Additional Options:
- Signature Required: Enable if terms are included on the invoice and require acceptance before payment.
- Settings:
- Turn off Can Edit Sent Invoice to avoid discrepancies and additional resyncing steps in QuickBooks.
- Payment Terms: Define the number of days allowed for payment before invoices are considered overdue.
- Delete and Void Reasons: Enable these to document reasons for invoice deletions or voids.
Recommendations
- Always click Save Settings after making changes.
- Review these settings periodically to ensure they align with your billing practices and customer expectations.