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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?
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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?
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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?
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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?
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Inventory - Stock, Supplies, and Customer Goods
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?
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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?
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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?
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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?
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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?
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