Customer & Billing Management

Client Management

• Client Profile and Dashboard Overview
• Client Settings Overview and Directory
• Assign a Pricing Type to a Service Address
• Notes and Attachments in Docket
• Merge Clients in Docket
• Add Clients Individually and Import Clients in Bulk

Billing & Invoicing

• Reset a Client's Failed Payments Counter
• Account Statements Overview
• Managing and Applying Credit Memos
• Deposits on Estimates and Invoices
• Billing Your Customers: Sending Invoices and Applying Payments
• Generating One-Time and Recurring Invoices

Pricing & Rate Models

• Docket Pricing Configuration Guide
• Selecting Pricing Settings for Your Pricing Models
• Pricing Matrix Overview
• Pricing Templates Overview

Customer & Financial Reporting

• Accounts Receivable Aging [Beta] Report Overview
• Sales [Beta] Report Overview
• Payments and Refunds [Beta] Report Overview

Credit Card & ACH Processing

• DocketPay (Payrix) Guide to PCI DSS Compliance
• DocketPay (together with Fiserv) Guide to PCI Compliance
• ACH Authorization Form Overview and FAQs
• Set Up ACH Payments for Your DocketPay (Together with Fiserv) Account
• Handle Declined Payments and Card Decline Codes
• How to handle chargebacks using Business Track-Dispute Manager for your DocketPay Together with Fiserv
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QuickBooks Online Integration

• Map Products (Items) in QBO to Income Accounts
• Integrating Quickbooks Online with Docket
• Fix Product & Service Mapping Issues in QuickBooks Online (QBO)
• Fix QuickBooks Online (QBO) Sync Errors in Docket
• Set Up Accounts in QuickBooks Online (QBO) for Docket
• Create Parent Services & Products in QuickBooks Online (QBO)
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