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Online Payments can be made using a Merchant Gateway Integration and a Pay Now Link on a Canned Email.

Merchant Gateway Integration

  • Navigate to Settings > Admin > Integrations > Merchant Gateway
  • DocketManager offers 3 Merchant Gateway Integration providers:
    Authorize.net
    CardConnect
    Stripe

  • Click on the Down Arrow to Create an Account.
  • Once your Account has been created click on Link Account.
  • Fill out the appropriate fields. For each of the Deposit Types choose Credit Card.
    This will direct any online payments to an open Credit Card Deposit Type. If a Credit Card Deposit Type is not available the system will create one.

Set the System Default Credit Card Processing Account

  • Click on Settings > Accounting > Financial.
  • Scroll down to Configuration > Default Credit Card Processing Account and choose the account name that you had created in the steps above.
  • Click Save.

This will be the system default credit card processing account. There is an option for this selection at the Customer and Portal level that only need to be changed if they differ from this setting.

Set the System Default Portal

  • Navigate to Online Ordering > Portals / Themes > General > Default Portal
  • Set the Default Portal to Quotes & Proofs.
    This is a stripped down portal that does not offer any navigation options that might confuse your customers.
  • Under Portals Click on Quotes & Proofs
  • Scroll down to Logo and Choose Image to upload the logo that will appear on the payment screen. 
  • Additional updates can be made to this Portal by clicking Customize this Portal.

Canned Email Payment Link

  • Canned Email Templates with a Payment can be found below:
    Invoice - Style 1 - Payment Link
    Invoice - Style 2 - Payment Link
    Invoice - Style 3 - Payment Link

  • Once you decide on a Canned Email design, click on Download the Code.
  • Copy the code to the clipboard "Ctrl + C" (Windows) or "Cmd + C" (Mac)
  • Select All "Ctrl + A" (Windows) or "Cmd + A" (Mac)
  • In DocketManager navigate to Settings > Communications > Canned Emails > New.
  • Fill out the following fields:
    Canned Email Name - Internal naming convention.
    Type - Set to Invoice
    Default - Set as the default invoice canned email > Yes / No.
    Subject - The Subject Line of the email that your client will see.
    {Your Company Name} Invoice #{{#each Orders}}{{Number}}{{/each}}
    Will display Your Company Name / Invoice Number

  • At the bottom of the page click on the </> button to enter html mode.
  • Paste "Ctrl + P" (Windows) or "Cmd + P" (Mac) the code copied from the Canned Email Template.
  • Click Save.

Send Invoice with Payment Link

  • Open an Order.
  • Actions > Email Invoice.
  • Select an Invoice document.
  • Select a Recipient (send to yourself as a test).
  • Select Canned Email > Invoice - Style 2 - Payment Link.
  • Click Send.
  • Go to your Email inbox and click on the Pay Now link.
    You may have to Logout of other portals or open in an incognito window.
  • On the Payment screen you will be able to pay the Invoice total or enter a customized amount.