Invoices & Payment Requests
DocJacket lets a transaction coordinator (or org admin) bill their transaction coordination fee to the agent, broker, or team on a deal, and collect it online by card or bank transfer. Each invoice is a payment request — you create it, DocJacket emails a branded PDF with a Pay Invoice button, and the invoice flips to Paid automatically once the payer checks out.
Can I send an invoice without a transaction?
No. Every invoice in DocJacket lives on a transaction. You create invoices from a deal's Payments tab, so there's no standalone invoice or "invoice a contact" that isn't attached to a transaction. If you want to bill for a file, open (or create) the transaction first, then add the invoice there.
This keeps the property, agent, and deal details on the invoice automatically, and lets you see who has paid right on the deal.
What invoices are — and aren't
Invoices are only for a coordinator's own service fee — for example a Transaction Coordination Fee billed to the agent, broker, or team you're working the file for.
Invoices are not for earnest money, escrow, commissions, closing funds, or any buyer/seller money. It's one payer (the agent) paying one payee (your own business) for your coordination service.
Before you can get paid
The first time you send an invoice, DocJacket asks you to connect a payout account (powered by Stripe) in Settings. This is where the money lands. Until a payout account is connected, the Send button is blocked so you never email a payer a link they can't pay.
You only have to do this once. After that, sending an invoice is a two-click flow.
Create an invoice
- Open the transaction you want to bill against
- Go to the Payments tab
- Click Create Invoice
- Fill in the invoice:
- Fee name — defaults to Transaction Coordination Fee; rename it if you like (or add multiple fee lines)
- Amount — the fee you're collecting
- Payer name and email — who's paying. DocJacket pre-fills this from the agent on the transaction, so you can usually leave it as-is
- Due date — optional
- Save it. The invoice starts as a Draft so you can review it before it goes out.
Send the invoice
Click Send. DocJacket:
- Generates a branded invoice PDF (with your logo and business name)
- Emails the payer the invoice with the PDF attached and a Pay Invoice button
- Moves the invoice to Sent
The payer clicks Pay Invoice, pays by card or bank on a secure checkout page, and the invoice automatically updates to Paid — no manual reconciling. You'll see the Paid status right on the Payments tab.
If you'd rather send the pay link yourself (over text, in your own email, etc.), you can generate a payment link for the invoice instead of having DocJacket email it.
Invoice statuses
| Status | Meaning |
|---|---|
| Draft | Created but not sent yet — safe to edit or delete |
| Sent | Emailed to the payer, awaiting payment |
| Paid | The payer completed checkout |
| Overdue | Past the due date and still unpaid |
| Failed | A payment attempt didn't go through |
| Canceled | You canceled the request |
| Refunded | The payment was refunded |
Canceling or deleting an invoice
From the Payments tab you can cancel an invoice that's no longer valid, or delete one. Deleting is limited to invoices that are still Draft, Canceled, or Failed — a paid invoice stays on the record so your payment history is accurate.