How To Add Fuel Surcharges in Docket

Table of Contents

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

Adjusting Fuel Surcharges #

Fixed Rate Fuel Surcharges #

Step 1: Open your Docket account and select Account > Settings > Dumpster Management

Step one in adding a fixed rate fuel surcharge in Docket.

Step 2: Click Billing to expand the section. Toggle on/off the first two options of showing fuel surcharges on rentals and default applying the surcharge to the invoices.

Step two in adding a fixed rate fuel surcharge in Docket.

Step 3: Select Fixed to add fuel surcharge in on a fixed rate. Set the amount you want to be added to your invoices.

Step three in adding a fixed rate fuel surcharge in Docket.

Step 4: Adjust additional settings per your preference for taxes, the name listed on the invoice, and whether you will add a fuel surcharge to exchanges and dump and returns

Step four in adding a fixed rate fuel surcharge in Docket.

Distance Based Fuel Surcharges #

Step 1: Open your Docket account and select Account > Settings > Dumpster Management

Step one in adding distance based fuel surcharges in Docket.

Step 2: Click Billing to expand the section. Toggle on/off the first two options of showing fuel surcharges on rentals and default applying the surcharge to the invoices.

Step two in adding distance based fuel surcharges in Docket.

Step 3: Select Distance to add fuel surcharge in on a distance based rate. You are now going to create the calculation parameters regarding your distance based charges.

  • Decide how far you are wanting to travel before the fuel surcharge kicks in. Some businesses want it to immediately start tracking, so they would enter “0”. Others are willing to travel 5-10 miles before they want to create a charge so they would enter “5”.
  • How much do you want to charge your customers PER MILE in fuel. In the example below, we are charging $2 per mile. This number can be higher or lower depending on how much you are spending on fuel.
  • Lastly, you will enter your starting address; choose an address of your yard, home office, or other location that you most often leave from or would otherwise want to have your distance calculation begin.
Step three in adding distance based fuel surcharges in Docket.

Step 4: Adjust additional settings per your preference for taxes, the name listed on the invoice, and whether you will add a fuel surcharge to exchanges and dump and returns

Step four in adding distance based fuel surcharges in Docket.

Percentage Based Fuel Surcharge #

Step 1: Open your Docket account and select Account > Settings > Company > Billing Settings

Step one in adding percentage based fuel surcharges in Docket.

Step 2: Under General, click Pricing Tools to expand the Fuel Surcharge setting

Step two in adding percentage based fuel surcharges in Docket.

Step 3: Toggle ON to Default Apply Fuel Surcharge. Type in the numerical value that you want to calculate of the total invoice amount for fuel surcharge. Be sure to adjust the setting for taxing the fuel surcharge and click Save Settings.

Step three in adding percentage based fuel surcharges in Docket.

VIDEO: Adding Fuel Surcharges #

This video will explain how to setup fuel surcharges in your Docket account

Thank you for taking the time to learn how to add fuel surcharges 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!

Billing, Clients, Expenses, Invoice, Pricing
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