How to Add a Credit and Apply To Invoices in Docket

Table of Contents

This document is a step-by-step guide to demonstrate how to add a credit and apply to invoices in Docket. If you still have questions or need additional support, please contact us via live chat at https://www.yourdocket.com/

How to Add a Credit in Docket #

Step 1: Open up your Docket account and click Clients

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Step 2: Search and find the client that needs a credit applied

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Step 3: Double click the client, click the Actions drop down menu, and select +Add Credit

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Step 4: Select the method that the credit is coming from

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Step 5: Enter the amount to be added as a credit and click Add Credit

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Step 6: To verify that a credit has been applied. Click Billing tab and you will see the latest entry

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How to Apply a Credit in Docket #

Step 1: Pull up the client that has a credit to apply to an invoice

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Step 2: Find the invoice that a credit can be applied to and click Actions

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Step 3: In the Actions drop down menu, select Apply Payment

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Step 4: Select the credit amount that you would like to apply to the invoice

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Video: Adding and Applying a Credit in Docket #

This video will explain how to create a credit and apply it to invoice in your Docket account.

Thank you for taking the time to learn how to add and apply a credit in Docket! We value your time and appreciate you taking a moment to review the steps with us. We know there is a lot to learn so we hope these documents provide you with an peace of mind and a user-friendly way to train your employees and freshen up on the processes. If you come across a better way to complete these tasks, we are always open for feedback!

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