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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.

Setting a default TC fee​

To have your standard TC fee posted automatically as a fee line on every new deal's Fees & Payments ledger, set it once under Settings > Default Fees (/settings/fees), with optional different amounts for Buyer, Seller, and Dual deals. The default TC fee is not under Billing or Organization. See Default Fees.

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​

  1. Open the transaction you want to bill against
  2. Go to the Payments tab
  3. Click Create Invoice
  4. 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
  5. 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.

Copy a pay link instead of emailing

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.

Can I modify the invoice design?​

You can change what appears on the invoice, but not its layout. The invoice PDF, the invoice email and the payment page all use one fixed design. You can customize:

  • Business name, address, phone, email and website. Go to Settings > Get Paid and fill in the How you appear on invoices card. A blank business name uses your organization name. Only a workspace owner or admin can edit it.
  • Payment terms. The text you type in Payment terms on that card prints on every invoice PDF.
  • Invoice number prefix. For example, a prefix of FSC numbers new invoices FSC-2026-00001. Invoices you already sent keep their numbers.
  • Due in days. New invoices get a due date this many days out. Leave it blank for due on receipt.
  • Logo. The invoice uses your organization logo, which you change under Settings > Organization.
  • Colors. The invoice uses your brand colors, which you set under Settings > Brand.
  • Notes. When you create an invoice, the optional Notes field prints on that invoice only. You can also rename the fee line (it starts as Transaction Coordination Fee) and add more fee lines.

Invoices that are still unpaid also print a Scan to pay online QR code beside the total.

Invoice statuses​

StatusMeaning
DraftCreated but not sent yet — safe to edit or delete
SentEmailed to the payer, awaiting payment
PaidThe payer completed checkout
OverduePast the due date and still unpaid
FailedA payment attempt didn't go through
CanceledYou canceled the request
RefundedThe 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.