A comprehensive guide to how to process credit card payments, voids, refunds, and more.
Before you do anything, you will need to make sure you are set up to process credit card payments in your DigitBridge account. Here's how to get set up.
Processing Payments
Start by following the instructions laid out in this guide. Do this until you reach the step where you select a payment method.
Once you're at that step, update the Paid By field to Credit Card.
A little orange card icon will appear next to the field. Click on it.
Select from credit cards on file or enter in new credit card. If you select a credit card on file, the existing card information will populate. If you enter in new credit card info, you have the option of saving it so it will show up as a credit card on file for next time. Click Save & Charge.
You will see a pop-up confirming that your transaction has been approved. Click Save > Yes.
Marking Invoices Paid
See: How to mark an invoice "paid."
Applying Credit
See: How to apply credit to a payment.
For more on Credit Memos, see How do I create a Credit Memo?, How do I refund a Credit Memo?, and How do I partially apply a Credit Memo?
For more on Prepayments, see How do I process a prepayment? and How do I refund prepayments?
Processing a Void
See: How to process a void.
Processing a Refund
See: How to manage refunds.
Declined Transactions
Declined payment attempts will not process in DigitBridge and will not be created. The only way to view the payment attempt is through Accounts Receivable > Payment Gateway Transaction. Click Apply, then use the search bar to locate the payment attempt by Customer #.
See related: How do I pay an invoice?