Generating One-Time and Recurring Invoices

Docket allows you to generate invoices for both one-time and recurring tasks, with flexible options for billing in advance or arrears. This article explains how to create invoices, set up recurring billing, and manage charges effectively.

Creating One-Time Invoices

1. Start with Task Creation:
   • Navigate to the task creation screen.
   • In the Automations section, ensure “Create Invoice” is selected.
2. Invoice Editor:
   • Once the task is created, the invoice editor will appear automatically.
   • If you use Pricing Templates, Docket will select the most relevant one based on task details.
   • For Pricing Matrices, pricing will populate automatically.
3. Adjust Invoice Details:
   • Use the Tags field to organize invoices for filtering later.
   • Modify options under Service Address, Taxes, Pricing Tools, and Additional Options as needed.
   • Edit line items directly or use the Discounts option to adjust prices without changing your default rates.
4. Finalize the Invoice:
   • Review settings like Signature Required or Automations for automatic sharing.
   • Click Create to save and add the invoice to your Invoices list.

Billing in Arrears Using Charges

1. Task Setup:
   • Add details as usual, including charges under Charges, Charges (On Completion), or Charges (On Failure) sections.
2. Automation:
   • Ensure the Automations section is set to “Create Charge.”
   • Once the task is saved, the associated charges will appear in the Charges tab, acting like an open tab for ongoing services.
3. Compile Charges for Invoicing:
   • Charges can be filtered and compiled into an invoice when ready for billing.

Setting Up Recurring Invoices

1. Recurring Task Setup:
   • Create a recurring task (e.g., weekly dump and return).
2. Enable Recurring Billing:
   • In the Billing section, toggle on Create Recurring Invoice.
   • Define the Start Date, recurrence pattern, and Payment Terms.
3. Line Items:
   • Add pricing details by selecting a pricing template or entering custom amounts.
   • Save the line items to finalize recurring billing setup.
4. Recurring Invoice Management:
   • Recurring invoices will appear in the Recurring tab until their first due date.
   • Once generated, they’ll move to the Invoices tab with a recurring icon for easy identification.

Tips for Best Practices

• Use tags for organizing and filtering invoices.
• When adjusting line items, prefer adding discounts instead of modifying default rates.
• Set up automations to streamline recurring invoice generation.