Overview
In Docketwise, you can easily save commonly-used flat rate charges that can then be imported into an invoice with just the click of a button!
Contents
Creating Saved Charges
To create a new Saved Charge, you will need to follow the steps below:
Navigate to Settings > Invoice Settings
Click the Create Saved Charges button
Click the + New Saved Charges button
Enter the Description and Amount for the charge
Indicate whether this charge is a Service or Expense
Click the Save Charge button
Adding Saved Charges into an Invoice
The first step of sharing an invoice with a client is by of course creating an invoice for the client! If you have not yet made an invoice to be share, click here to learn more about invoicing.
Once you have created an invoice, you will be ready to add Saved Charges.
To add the Save Charges to an invoice, you will need to follow the steps below:
Open/create the invoice
Select the Invoice Charges tab
Click the Save Charges button
Check the box for each charge to be added the invoice
Click the Import Charges button
Note: Save Charges may only be added to Bills (not Trust Requests)