Back Payments can be applied to one or more orders for full or partial amounts. A deposit on invoice (down payment on an unposted invoice) is processed like a regular payment but DocketM...

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 - shows the total balance of all customers orders. A breakdown of 30-60-90 balance can be viewed by ...

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 Notes are can be added on various pages in DocketManager for internal documentation purposes. These notes can function differently depending on where they have been created.   Examples:  ...

Back Tasks are a way to set To Do's for yourself or for other active user's in the system.  Tasks can be generic or they can be assigned to orders, quote, items, customers, etc.  Any...

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...