Payments and Transactions (5)
Everything you need to know about processing payments, navigating transaction workflows, issuing refunds and corrections, and handling dispute resolution.
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Starting and Processing a Transaction (Complete Guide)
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Starting a Transaction — Integrated with DMS
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Starting a Transaction — Without DMS Integration
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How to Cancel or Resend a Payment Request
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ACH Payments: Processing Time vs. Bank Settlement
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How to Bypass Additional Amount
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Transaction status is Yellow: "Challenged"
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Integrated vs Standalone Payments in DealerWorks
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Understanding Transaction States in DealerWorks
Terminals & Devices (1)
Set up and maintain payment devices—installation, pairing, connectivity, updates, and common terminal fixes.
Reports & Reconciliation (1)
Step-by-step guides for running daily transaction reports (DTR), managing cashier balance reports, tracking deposits, and streamlining financial reconciliation.
Accounts, Users & Access (3)
Learn how to add or deactivate users, configure roles and permissions, update notification preferences, and manage login security.