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







Field
Description
Card Number
Enter the Card Number.
Contact
Select a Contact from the drop-down menu.
Name on Card
Enter the Name on Card.
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).
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).
AmountEnter 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 it's 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?