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:

  1. Navigate to Settings > Invoice Settings

  2. Click the Create Saved Charges button

  3. Click the + New Saved Charges button

  4. Enter the Description and Amount for the charge

  5. Indicate whether this charge is a Service or Expense

  6. 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:

  1. Open/create the invoice

  2. Select the Invoice Charges tab

  3. Click the Save Charges button

  4. Check the box for each charge to be added the invoice

  5. Click the Import Charges button

Note: Save Charges may only be added to Bills (not Trust Requests)

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