Process a Split Transaction Paid at Different Times

Modified on Wed, Apr 1 at 11:27 AM

Use this guide when a customer is paying a portion of a repair order now and returning to pay the remainder at a later time.

Part 1 — Collect the First Payment and Leave the Order Open

1
Click Process Transactions from the DealerWorks dashboard.
2
Select the correct department.
3
Click the Search Invoice ID field and type the invoice number.
4
Locate the repair order in the results, then click Payment.
5
Click Split Transaction.
6
Click the Enter amount field and type the amount the customer is paying today.
7
Click Confirm to set the split amount.
8
Select the payment method. For terminal payments, click Terminal then select the specific terminal from the list.
9
Click Post $[amount] to account, then click Confirm to process the first payment.

10
Close the split transaction window. When prompted for a Closing Reason, select Pay Later to keep the order open for the remaining balance.
11
Click Pay Later to confirm and save the open order.
12
When the customer returns, click Open Orders from the dashboard.
13
Click Split Transactions to view orders with remaining balances.
14
Click the Process icon on the correct order row.
15
Navigate to the correct invoice page if prompted.
16
Click the Enter amount field and type the remaining balance, then click Confirm.
17
Select the payment method for this portion.
18
Click Note and add a reference if needed (for example, “cash” or a check number).
19
Click Post $[amount] to account, then Confirm.
20
Click Finish & Close to complete and close the repair order.

Tips

Always select Pay Later as the closing reason — this is what keeps the order open and findable in Open Orders.
Open orders with pending split balances appear under Open Orders → Split Transactions.
The remaining balance is displayed automatically when you reopen the split from Open Orders.
Always add a note when the second payment is made by check — include the check number for reconciliation.

Need more help?

Contact DealerWorks Support with the invoice number, the amount already processed, and the remaining balance shown in the system.