Payments can be applied to one or more orders for full or partial amounts. A deposit on invoice (down payment on an unposted invoice) is processed like a regular payment but DocketManager can tell the difference when applying GL accounts.

Adding a Payment

Step     Action 

  1.       Select {New} under Payments. A New Payment modal window will open.

  2.      Complete the fields.

Deposit Code
Select a Deposit Code from the drop-down menu, if applicable.
Created By
Select a Created By option from the drop-down menu, if applicable.

Select a Customer from the drop-down menu.

Note: Once a Customer has been selected, their Orders with Balances will appear. 

Select a payment Type from the drop-down menu.
Reference Number
Enter a Reference Number, if applicable.

Default Date will be set to the current date. To modify Date, click the date field to pull-up the calendar drop-down.

Enter a value for the payment Amount.
Note: The payment Amount should be equal to the Total of Selected Items.

Orders with Balances

Select Orders with Balances to be paid by checking boxes on the left-hand side. To select all orders, check box on the left-hand side above Order#.

  4.      Select {Pay} option. The Credit Card Payment option will open the Credit Card Payment modal. 

           (See General-Payment Methods)