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Sharing Estimates and Invoices in Docket

Table of Contents
  • Sharing Estimates and Invoices
  • VIDEO: Sharing Estimates and Invoices in Docket

This document is a step-by-step guide to sharing estimates and invoices 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/

Sharing Estimates and Invoices #

Step 1: Open your Docket account and click on Estimates or Invoices depending on what you are sharing

Step 1 to sharing invoice/estimates to clients through Docket.

Step 2: Select the Invoice/Estimate that needs sent and click send

Step 2 to sharing invoice/estimates to clients through Docket.

Step 3(a): For customers that do not have invoice/estimate sharing turned on, a notice will pop up to let you know that the clients settings are not set up to be notified through email/text. Clients will only be able to view their invoices/estimates on their client Dashboard. Click OK

Step 3 to sharing invoice/estimates to clients through Docket.

Step 3(b): For customer that do have email or text notifications turned on, a pop up notification will come up to show you which email address and number the invoice/estimate is going to. Click OK

Step 3 to sharing invoice/estimates to clients through Docket.

Step 4: To verify that an invoice/estimate was sent, you can view the time and date of send by going to the invoice/estimate tab and searching for that invoice/estimate.

Step 4 to sharing invoice/estimates to clients through Docket.

VIDEO: Sharing Estimates and Invoices in Docket #

This video will show how to share estimates and invoices in your Docket account.

Thank you for taking the time to learn how to share invoices and estimates in the 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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Updated on July 9, 2022
Managing Estimates in Docket
Table of Contents
  • Sharing Estimates and Invoices
  • VIDEO: Sharing Estimates and Invoices in Docket

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