Process a Keyed Card Payment

Modified on Fri, Mar 6 at 9:29 AM

Process a Keyed Card Payment

Use this guide to manually enter card details and process a payment when tap, insert, or Payment Request are not available. Keyed Entry is a permission-restricted feature.

Permission required: Keyed Entry is a restricted payment method. If you do not see this option, contact your DealerWorks admin to request access.

Steps

1
Click Process Transactions from the DealerWorks dashboard.
2
Click the Search Invoice ID field and type the invoice number.
3
Locate the repair order in the results, then click Payment.
4
Click the Keyed Entry icon from the payment method options.
5
Enter the customer’s card details into the Keyed Entry form in DealerWorks. Do not write down or store card details outside of this form.
6
Click Post $[amount] to account.
7
Click Confirm to process the payment.
8
Click Done once the payment is approved.

Tips

Only use Keyed Entry when tap/insert and Payment Request are both unavailable.
You can optionally save the card to the customer’s wallet after a successful transaction — confirm this is permitted by your dealership policy before saving.
Never record or share card details outside of the DealerWorks Keyed Entry form.

Need more help?

Contact DealerWorks Support with the invoice number and the exact error message. Do not include full card numbers in your support request.