Socket

Configuring your Billing settings

How to use Socket and Xero for effortless client invoicing

Automated Billing with Socket

How to bulk add and edit existing clients that have been created manually (not via CRM integration)

Adding and Editing Clients - No CRM Integration

Billing Methods

This feature helps you stay on top of billing when proposals are signed late, invoices are missed, or deals secured mid-month.

Mid-Month Invoicing and Historical Invoices

Learn how to import your client list into Socket, this guide shows a simple process for using our template to add multiple clients at once

Importing Your Clients into Socket

In Socket, you don’t remove clients entirely — your subscription is based on the number of active clients in your account.

Closing Clients in Socket

Amy Mall

Simon Evans

Clients & Billing

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About Socket

Find answers and get help from Intercom Support and Community Experts

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