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

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

How Socket’s workflow makes billing easier, without relying on repeating invoices, manually raising invoices, or more external tools.

The Socket Workflow: How Features in Socket Stack for Easy Billing

Learn how to merge duplicate clients in Socket, consolidate proposals and data into one primary client, and understand what happens during a client merge.

Merging Clients in Socket

How to use Work Management for on-completion work: completing and billing jobs, recording the accounting period and having it roll forward on renewal, closing jobs, expected billing dates, filtering, exporting…

Managing On Completion Work in Socket

What is the difference between a Prospect and an Active client in Socket? This guide covers all client statuses (Active, Prospect, Ad-hoc, and Closed) and explains how proposal statuses like…

Understanding Client and Proposal Statuses

Learn about the different billing methods available in Socket, the difference between recurring and one-off billing, and how to change billing frequencies.

Billing Methods in Socket

Capture and manage your clients' marketing consent at the point they sign a proposal or engagement letter.

Capturing Marketing Consent From Clients

Understanding the Invoicing tab on a client record: the invoice history and its statuses, opening an invoice, what to do when one fails and how to re-post it, exporting to…

The Client Invoicing Tab

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Clients & Billing

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