The Billing Issues section at the top of your Dumpster Management settings is where you’ll select your overage settings and decide how you want to track issues with billing clients.
Before You Start
Here are a few things to know before you continue:
- We recommend that only the Account Owner(s) or Admin(s) set up or change the settings covered in this article.
- Some of the settings covered in this article have dependencies, meaning other settings have to be enabled and set up in order for the settings under the Billing Issues section to appear.
- There is no "Save Settings" button in the top right corner; Docket auto-saves your changes on this page.
Navigate to Dumpster Management: Billing Issues
To access the Billing Issues section of your Dumpster Management settings, just follow the instructions below:
- Click on “Account” in the bottom left corner.
- Click on “Settings” at the top.
- Click on “View” on the Dumpster Management card.
- Click to expand the Billing Issues section.
Dumpster Management: Billing Issues Directory
This section of your settings is where you'll tell Docket how to handle clients who incur additional charges during a rental, like day and weight overages.
Add Task Images To Additional Charges Invoice
This setting is ON by default.
This setting controls whether pictures that your drivers take are automatically added to Additional Charge-type invoices.
Turning this setting on means that any pictures your driver takes through Docket's mobile app will be automatically added to any Additional Charge-type invoice you create for the related client.
'Additional Charge' invoices refer to the Invoice Template drop-down you see when creating an invoice. Docket has 3 default invoice templates: General, Dumpster, and Additional Charge.
If you select 'Additional Charge' as your invoice template when creating an invoice, this setting will apply to that invoice.
Add Task Ticket Images To Additional Charges Invoice
This setting is ON by default.
This setting controls whether weight tickets are automatically added to Additional Charge-type invoices.
Similar to the setting covered above, turning this setting on means that any weight ticket pictures your driver takes through Docket's mobile app will be automatically added to any Additional Charge-type invoice you create for the related client.
'Additional Charge' invoices refer to the Invoice Template drop-down you see when creating an invoice. Docket has 3 default invoice templates: General, Dumpster, and Additional Charge.
If you select 'Additional Charge' as your invoice template when creating an invoice, this setting will apply to that invoice.
Automatically Create Charges for Billing Issues
This setting is OFF by default.
This setting controls whether charges are created and tracked automatically as billing issues come up.
Turning this setting is on means that Docket will automatically add an additional charge to the Charges section of the related task and you’ll see a charge tracked under the Billing Issues tab of your Assets area. This includes rental period overages, weight overages, and late payment fees.
We strongly recommend turning this setting on to help stay on top of extra charges without having to track them manually.
Enable Billing Issues
This setting is ON by default.
This setting controls whether Docket automatically tracks billing issues and displays them in the Assets section of your account.
That list acts as a central location that you can check each day to resolve any lingering billing issues and outstanding balances owed to your business.
Invoicing Additional Charges for Exchange and Dump and Return
This setting defaults to BOTH.
This setting controls when Docket shows you the invoice editor for additional charges needed on Exchange and D&R (Dump and Return) tasks.
When a Dump and Return or Exchange task is created, Docket will prompt you to create an invoice for the fee your business charges.
You can have Docket prompt you to create an invoice after the pick-up task is created, after the drop-off task is created, or after both are created if you charge a fee for both sides.
Minimum Weight Overage (Ton)
This setting defaults to 0.
This setting allows you to set the minimum amount of weight, calculated in tons, that your client will be charged for.
Some dump locations or landfills charge businesses for a minimum amount of weight, so this setting acts as a guarantee that your client's price will cover that minimum amount cost, avoiding unnecessary fees for your business.
Rental Length Overage Calculation
This setting defaults to ACTUAL.
This setting is very important because it controls when Docket starts tracking day overages and calculating your overage fee.
We strongly recommend switching this setting to 'Anytime During Pick Up Day' to allow your clients and drivers the most flexibility.
Actual:
In order to avoid a day overage charge for your clients, your driver has to complete the Pick Up task for a dumpster rental by the same exact time the original Drop Off task was completed.
Even if the driver or your dispatch team marks the Pick Up task completed just a few minutes later than the original Drop Off task was marked complete, Docket will still calculate a day overage fee for the client.
Anytime During Pick Up Day:
When this option is selected, your driver can mark the Pick Up task as completed at any point during the scheduled Pick Up day.
Docket will only calculate a day overage fee for the client if the Pick Up task isn’t completed by the next following day.
Rental Pricing Type
This setting defaults to HAUL PLUS TONNAGE.
This setting controls how your pricing will be calculated once a task has been completed.
Haul Plus Tonnage:
If you have a maximum weight allowance set for some or all of your dumpster rentals and you charge weight overage fees, you’ll want to use this option.
Any time a task is completed and the net weight that’s entered is more than your allowed weight, Docket will automatically calculate the weight overage fee for the invoice you send to the associated client.
Please Note: In order for Docket to successfully calculate weight overages, you need to set up your weight allowance and have a weight overage fee set up in either your Pricing Matrix or the Dumpster Settings by Size section, depending on how your pricing models are set up.
Flat Rate:
When this option is selected, Docket will not calculate weight overage fees even if you have an overage fee set up in your Pricing Matrix or the Dumpster Settings by Size section.
Show Missing Weight
This setting is ON by default.
This setting is very important if your workflow requires a net weight be included on all tasks marked complete.
Docket will automatically log any completed tasks that don’t have a net weight added as a billing issue so you easily find and update those tasks.
Please Note: This setting will only appear if you have the Enable Billing Issues setting (covered above) turned on.
Show Missing Invoice
This setting is ON by default.
This setting is very important for managing your billing workflow(s).
Docket will automatically log any completed tasks that don’t have a related invoice as a billing issue, making it easy for you to find missing invoices and bill your clients successfully.
Please Note: This setting will only appear if you have the Enable Billing Issues setting (covered above) turned on.
Tax Day Overages
This setting is ON by default.
This setting controls whether Docket automatically applies the taxes you’ve added to your account to any day (rental length) overages.
If your local/state government requires you to collect tax on any fees you charge your clients, we recommend leaving this on.
Please Note: This setting will only appear if you have the Enable Billing Issues setting (covered above) turned on.
Tax Weight Overages
This setting is ON by default.
This setting controls whether Docket automatically applies the taxes you’ve added to your account to any weight overages.
If your local/state government requires you to collect tax on any fees you charge your clients, we recommend leaving this on.
Please Note: This setting will only appear if you have the Enable Billing Issues setting (covered above) turned on.
Weight Overage Calculation
This setting defaults to ACTUAL.
This setting controls how Docket calculates any weight overages a client may incur.
Please Note: This setting will only appear if you have the Enable Billing Issues setting (covered above) turned on.
Weight Overage Line Item Name
This setting is ON by default.
This setting controls what name your weight overages have on a client's invoice.
When this setting is turned on, weight overage fees will appear on an invoice as whatever you’ve named the Billing Template for weight overages, like “40 Yard - Weight Overage Fee”.
Turning this setting off means that weight overage fees will appear on an invoice as “Weight Overage Per Ton”.
Please Note: This setting will only appear if you have Enable Billing Issues setting turned on.
If you have any questions, please reach out to our Support team through the chat widget on the bottom of this page or by sending an email to support@yourdocket.com!