The Drake Pay Manager is a web application where you can view detailed information about the transactions processed through Drake Pay. After you have applied and been approved to use Drake Pay, configure access for each preparer by adding the Drake Pay Manager application to your Drake User Manager.

Granting Access to the Drake Pay Manager

1. Log in to the Drake User Manager using your SSO credentials.
   
2. Select Manage Accounts.
   
   NOTE: You must be an admin on the Drake User Manager for this option to be available.
   
3. Select the user from the list and click Application Access. 
4. From the Applications drop list, choose Drake Pay Manager. 
5. Select the applicable role and click Submit.
   
6. The application Drake Pay Manager appears on the Applications tab for that user​.
   

After access has been configured, launch the application from the Drake User Manager (shown below) or by going directly to https://drakepay.drakesoftware.com/manager.

Overview of the Drake Pay Manager

There are two tabs of the Drake Pay Manager:

• Transactions – View transaction statuses and details, or collect a New Charge (payment) for in-person clients. See KB 18563 for more information.
  
• Payment Requests – View payment request details and send digital invoices to clients, which can be paid via a unique Drake Pay payment page. See KB 18583 for more information.

The main Transactions tab lists each attempted transaction and its details, including the Date, Status, and Amount. Use the Search field or apply a Status Filter to easily locate transactions.

To view additional transaction details, click the transaction row.

If a payment needs to be refunded, click the Refund button at the bottom-left of the Transaction Details window. 

IMPORTANT: Partial refunds are not available at this time. Alternatively, you can refund the original payment and create a new, separate charge for the desired amount.

For more information on making in-person transactions using the Drake Pay Manager, see KB 18563.

Declined Transactions

If a transaction is declined, the following message is shown on the transaction window.  

The Transaction Details on the Drake Pay Manager show that it was declined.