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

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(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 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.

VIDEO: Sharing Estimates and Invoices in Docket #

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!