This document is a step-by-step guide to demonstrate how to bill for exchanges and dump and returns in Docket. There is a link to the video tutorial at the bottom of the page. If you still have questions or need additional support, please contact us via live chat at https://www.yourdocket.com/
Billing for Exchanges #
Step 1: Open your Docket account and select Assets
Step 2: slide over to the Billing Issues tab
Step 3: Search and find the Exchange the needs billed and click + Create Invoice
Step 4: Select the rental invoice that matches the task and click Accept
Step 5: Click Create Invoice to create the invoice connected to that task
Billing for Dump and Returns #
Step 1: Open up the Billing Issues tab
Step 2: Search and find your dump and return task that needs an invoice added and click +Create Invoice
Step 3: Click Select and Accept to add the invoice to the task
Step 4: Click Create Invoice to complete the step
Video: Billing for Exchanges/Dump and Returns in Docket #
Thank you for taking the time to learn how to create an invoice for exchanges and dump and returns 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!