Payments can be applied from the Customer view page, Order view page, POS, or Payments tab under accounting.
Credit Card Payments and Refunds
Note: Credit Card payment profile details should match those on Authorize.net. Any changes made to the profile on DocketManager should also be updated on Authorize.net and vice versa.
To make a Credit Card payment:
Step Action
1. Select arrow on the right-hand side of New/Pay/Pay Now field then select {Credit Card} from
the drop-down. The New Payment credit card modal will open.
2. Complete the fields.
Card Details |
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Billing Address | Enter the street address, city, zip/postal code, and country in the corresponding fields. | ||||||||||||||
Save Card | Default set to No. Toggle switch to Yes to save the card to the contact's profile. |
Note: The Amount will prefill with the Order balance. This value can be modified.
3. Select {Submit}.
To issue a Credit Card refund:
Note: A credit card refund cannot be applied on the same day the credit card payment is made. The refund can be issued the day after a payment has been applied.
Step Action
1. From the payment section, hover mouse over a payment entry and select the back arrow icon.
The Refund Credit Payment modal will open.
2. Complete the Card Details. The fields below are required for the refund.
Field | Description |
Card Number | Enter the Card Number. Note: Only last 4 digits required. |
Name on Card | Enter the full name as it appears on the card. |
Expiry | Enter the expiry date for the card (MMYY). |
CVC | Enter CVC. (3-4 digit security code from the back of the card). |
Amount | Enter value of refund. Note: The amount does not need to be entered as a negative value. |
3. Select {Submit}. A results window will pop-up to confirm the Refund has been saved. The refund
will appear as its own entry under the payments section. The entry amount will appear in brackets
to show it is a refund.
Other Payment Methods and Refunds
To make a payment:
Step Action
1. Select {Pay Now}. A New Payment modal will open.
2. Complete the fields.
Field | Description |
Deposit | Select an existing deposit from the drop-down menu or create a new deposit by selecting the {New Deposit} button. |
Type | Select a payment Type from the drop-down. |
Reference Number | Enter value for the Reference Number. |
Date | Current Date set as default. Select Calendar icon to change date. |
Amount | Order balance will pre-fill in Amount field but this value can be modified. |
3. Select {Save}.
To issue a Refund:
For information on credits and refunds on other payment methods, see How Do I Process Customer Credits and Refunds?