Knowledge base

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Terminals (3)

Connect, set up and fix your card terminals — including what to do when one won't come online, freezes, or won't stay charged.

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Users, Logins & Permissions (3)

Add and remove people, control what each person can do, and sort out logins, PINs and locked accounts.

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Fixing a Transaction (3)

Refunds, voids and corrections after a payment is taken, how to find a transaction, and what to do when a charge is disputed.

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Taking a Payment (4)

Taking payment at the counter: terminal, keyed card, payment requests and text-to-pay, plus the fees and limits that apply to your store.

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Reports, Disputes & Statements (4)

Run your daily reports, match deposits against what you took, and read your statements and payouts.

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Setup & Settings (3)

Getting a new store or department running, the settings your dealership controls, how DealerWorks connects to your DMS, and what the terms mean.