This document is a step-by-step guide to demonstrate how to use the invoice due today notification 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/
Invoice Due Today Notifications #
Step 1: Open your Docket account and click Account
Step 2: First, click Settings, then Notifications, and then View on Client Notifications
Step 3: Click Financial Notifications
Step 4: Find the setting called Invoice Due Today. Make sure that the correct method of communication is enabled by adjusting the toggles on/off for text or email. You can customize the message by adjusting the text in the Custom Message box.
Video: Invoice Due Today Notification Setting #
Thank you for taking the time to learn how to use the Invoice Due Today notification 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!