Billing Settings: Charge

The Charge section of your Billing Settings area is where you’ll select a few options related to Exchange and D&R (dump and return) dumpster tasks.

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.
• As you make changes to your default settings, don’t forget to click the “Save Settings” button in the top right corner!

Navigate to Billing Settings

To access the Charge section of your Billing Settings area, just follow the instructions below:

1. Click on “Account” in the bottom left corner.
2. Click on “Settings” at the top.
3. Click on “Company” right below.
4. Click on “View” on the Billing Settings card.
   
   
    
5. Click on “Charge” at the top.

Billing Settings: Charge Directory

You’ll see 2 expandable lists of settings organized by function:

•  Billing
• Settings

As you make changes to your default settings, don’t forget to click the “Save Settings” button in the top right corner!

Billing

Assigning Invoices to Exchange and Dump and Return Tasks

This setting is set to ‘Pick Up’ by default.

This setting only applies to you if you’re using Charges as your billing method in Docket (instead of Invoices). 

Whenever you compile a client’s charges into an invoice, that invoice needs to be associated with either the Pick Up task or Drop Off task.

In this case, "Pick Up task" refers to the previous task associated with the Exchange or Dump and Return. 

In this case, "Drop Off task" refers to the current task that the Exchange or Dump and Return charge has been generated from.

Mark Exchange and Dump and Return Charges as Rental Completed

This setting is turned OFF by default.

This setting only applies to you if you’re using Charges as your billing method in Docket (instead of Invoices). 

Turning this setting on means that whenever an Exchange or Dump and Return dumpster task is marked Complete, the charges associated with that task will be automatically marked ‘rental complete’.

If you’re using Charges as your billing method, we strongly recommend turning this setting on to make it easier for you to see what charges are ready to be billed for.

Settings

Next Charge Number

This setting defaults to 1.

This setting only applies to you if you’re using Charges as your billing method in Docket (instead of Invoices). 

Every charge that Docket creates is given an ID number so it’s easier to locate individual charges and compile them into an invoice. 

The system starts at ‘1’ and continues increasing in numerical order for each new charge that’s created. The number displayed in this setting will change as charges are created in your account.

To keep your Docket account and list of charges as organized as possible, we don’t recommend changing this number.

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!