Process an ACH Direct Debit Payment

Modified on Thu, Mar 5 at 12:12 PM

Process an ACH Direct Debit Payment

Use this guide to post a bank account payment to a repair order or parts invoice using ACH Direct Debit in DealerWorks.

Important: Only collect bank account information through an approved, secure intake process. Never accept routing or account numbers over text, email, or chat.

Steps

1
Click Process Transactions from the DealerWorks dashboard.
2
Select the correct department for this invoice (for example, Parts or Service).
3
Click the Search Invoice ID field and type the invoice number.
4
Locate the repair order in the results, then click Payment.
5
In the payment modal, select ACH Direct Debit.
6
Enter the customer’s bank routing number, account number, and the required address details (city, state, and ZIP code). Optionally, select Store ACH into Wallet to save the bank details to the customer profile if your dealership policy permits.
7
Click Post $[amount] to account to submit the payment.

Tips

Double-check the routing number and account number before posting — ACH entries cannot be reversed instantly.
If your dealership uses a wallet feature, saving the bank details avoids re-entry on future visits.
ACH payments may take one to two business days to settle. The status will update in DealerWorks once processing is complete.

Need more help?

Contact DealerWorks Support with the invoice number and the exact error message shown. Do not include full account or routing numbers in your support ticket.