Back Entries are used to credit all or part of an invoice, reasons for the credit can range from a billing error, production error or bad debt write off. Entries can be made and applied to invoic...

Back The Customer View Info Box data is divided into the following sections: Total Balance Total balance of all Customers orders. A breakdown of 30-60-90 day balance can be viewed by hover...

Back  Customer Details This shows general details for this customer including: Image Phone/Fax Number Email Website Additional Contact Info (Facebook, Instagram, etc.) Sales Rep CSR G...

Back Accounts Receivables include any order that is posted but still has a balance owing or owed. They are organized by the length of time they have been posted. Generating a Statement  Step...

Back Card View/List View To toggle from Card View to List View click on the icon.  To sort by a column then click on the heading. By default, the search will show 100 customers but you can chang...

Back In the contacts section under CRM, the contacts of a company can be added to an existing customer in DocketManager. Contacts are the only point of contact in DocketManager, all communication...

Back There are several ways an Order can be added to DocketManager. Orders > New New (Quick Add) > Order CRM > Customer or Contact tab > New order on vertical ellipses CRM > C...

Back There are several ways a Quote can be added to DocketManager. Quotes > New New (Quick Add) > Quote CRM > Customer or Contact tab > New quote on vertical ellipses CRM > Cu...

Back A Product is essentially a pre-made job item that can be used for orders internally, online, or on POS. When creating a Product, a job template can be used to pre-fill specifications during ...

Back Creating a New Email Email communications, an integral component of DocketManager, keep you connected to your Customers. Step     Action   1.       Select type of email to be sen...