The Billing Settings area is where you’ll find most of your general billing options. You also see settings for estimates, invoices, and tax groups, among other options.
Before You Start
Here are a few things to know before you continue:
- We recommend that only the Account Owner(s) or main Office Admins(s) set up or change the settings covered in this article.
- Depending on how your permissions are set up you may not be able to access some or all of these settings. Please reach out to your Account Owner if additional access is needed.
Navigate to Billing Settings
To access the Billing Settings area of your Docket account, just follow the instructions below:
- Click on “Account” in the bottom left corner.
- Click on “Settings” at the top.
- Click on “Company” right below.
- Click on “View” on the Billing Settings card.
At the top of the page, there are 5 groups of settings that each control different aspects of your billing in Docket.
For each Billing Setting group below, click the linked title to learn more!
- Select whether notes and attachments appear on estimates and invoices, select fee defaults, and set up your tax codes.
- Enable settings to assign invoices to Exchange and D&R tasks, mark charges as rental completed, and set the next charge number.
- Set up the T&Cs on your estimates, turn on/off automatic estimate sharing, and turn on/off job creation after estimate creation.
- These settings allow you to control invoice-specific automations, displayed fields, and tags, among other things.
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- This group can be ignored; it's a legacy group that no longer applies.
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!