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.
Field | Description |
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. |
Customer | Select a Customer from the drop-down menu. Note: Once a Customer has been selected, their Orders with Balances will appear. |
Type | Select a payment Type from the drop-down menu. |
Reference Number | Enter a Reference Number, if applicable. |
Date | Default Date will be set to the current date. To modify Date, click the date field to pull-up the calendar drop-down. |
Amount | 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)