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Frequently Asked Questions
FAQ - What version am I on?
FAQ - Is DocketManager Down?
FAQ - Why are Documents not Displaying?
FAQ - How to Add/Remove an Employee from DocketManager?
FAQ - Can You Bulk Set GL Accounts?
FAQ - How to Apply an Overpayment to an Account?
FAQ - Why Isn't Tax Calculating on my Order?
FAQ - How Do I Process Customer Credit and Refunds?
FAQ - How to Apply an Order Credit to Another Order?
FAQ - What do the CRM > Sales Amounts Include?
FAQ - Where does the Projected Sales Amount Come From?
FAQ - When Should a Deposit be Marked as Deposited?
FAQ - Why Can't I type in the Amount field on my Deposit or Payment?
FAQ - Why do the Revenue Breakdown Amounts not Total up to my Sales?
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FAQ - How to Manually Set an Invoice Date
FAQ - How to Change a Tax Type on an Invoice
FAQ - How to Reprint an Order?
FAQ - How do Timers Calculate?
FAQ - Why Did my Item/Product Price not Change After I Updated Pricing on my Job Template?
FAQ - Why is There a Negative Amount under Press in the Pricing Breakdown?
FAQ - What is the Difference Between Setting Minimum Time Per Timer or Per Record?
FAQ - What are the Override Cost and Override Price Options for on Timers?
FAQ - How do I Get My Quote Online?
FAQ - How to Interpret the Quote Table on Items?
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FAQ - How to Calculate Ink?
FAQ - How is Wide Format Pricing Calculated?
FAQ - How to Calculate a Web Press?
FAQ - How do the Different Scale Selections Work?
FAQ - What are Press Groups?
FAQ - How is Waste Calculated on Presses?
FAQ - How to Integrate Your Online Products with Shippo
FAQ - Why are Products Not Showing Online?
FAQ - Why are Variable Template Fields not Shifting?
FAQ - How do I add Companies to a Portal?
FAQ - How to Setup Online Ordering?
FAQ - How to Grant Portal Access to Multiple Contacts?
FAQ - Can I Set a Different Customer Default on Each Portal?
FAQ - Why Can't I Assume Identity for a Contact?
FAQ - What is a Root Theme?
FAQ - What are Themes Used For?
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FAQ - How To Determine Stock That Still Needs To be Added to DocketManager?
FAQ - How Can I Add On-Hand Stock?
FAQ - What is the Difference between On-Hand and Available?
FAQ - What is the Minimum Level for on Stock, Supplies, and Customer Goods?
FAQ - Why is There an Unposted Order Showing in my Inventory Adjustments?
FAQ - How Can I Track my Stock Inventory?
FAQ - How does Inventory Warning Work on Stock?
FAQ - How Can I Use a Stock Export to Bulk Update Stock?
FAQ - Why Does My Stock Say 0x0?
FAQ - How does Customer Good Pricing Work?
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FAQ - What is the POS system?
FAQ - How to Add/Remove Products from POS?
Customers & Contacts
FAQ - How do I Merge a Duplicate Customer/Contact?
FAQ - How do I Bring Back a Deleted Customer?
FAQ - What is a Marketing Campaign?
FAQ - What is the difference between a Marketing Campaign and a Marketing List?
FAQ - How Do I Setup Budgets on Customers and Contacts?
FAQ - Do I Need to Set an Approver for a Contact Assigned the Role 'Online Order Placer - Needs Approval'?
FAQ - Why are Emails not Going Through?
FAQ - Why Did My Email Fail to Send?
FAQ - How to setup Office 365 SMTP configuration?
FAQ - Why does an Email Sent to Multiple Individuals Only Show One Status?
FAQ - What Document Tags are Available to Use on This Document?
FAQ - Can I Undo Changes After Editing a Document Template?
FAQ - Can I Make My Own Types of Canned Emails?
FAQ - What Document Tags are Available to Use on Canned Emails?
FAQ - What Types of Reports are Available on DocketManager?
FAQ - Can you Add a New Report to my System?
Job Templates and Products
FAQ - Why Isn't my Template Pricing Working?
FAQ - What is the Difference Between a Job Template and a Product?
FAQ - What is the Difference between a Template Group, Template Name, and Template Option?
FAQ - What to do if I Accidentally Inactivated all My Template Options Instead of Just One?
FAQ - What are Group Templates For?
FAQ - What is the Difference Between Product Name and Label?
FAQ - When Should I Use a Product Option Over a Catalog?
FAQ - How do I Add Department Items but not Include Them in my Price?
FAQ - How Does Version Pricing Work on Job Templates?
FAQ - What is in Each Settings Section?
FAQ - What to Do if An Employee Forgot to Clock In/Out?
FAQ - How do I Assign Tasks to my Employees?
FAQ - Why Can't my Employee see all Orders / Customers in the System?
FAQ - How Can I Use Custom Exports to Create Customized Reports?
FAQ - What happens to Orders when two Customers are Merged?
FAQ - Why are There More Customers/Contacts on this Export than on CRM?
FAQ - What would I use Customer Tags for?
FAQ - What are Defaults and Where are they Used?
FAQ - What is the Shipping Type Description For?
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