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.

There are a few ways a Payment can be added.

• CRM > Customer View > + icon on Payments section
• Accounting > Payments  > New

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)