Process A Terminal Payment (Card Reader)

Process A Terminal Payment (Card Reader)

This is the standard way to take an in-person card payment: you send the amount to the card reader, and the customer taps, inserts, or swipes their card.

Step 1 — Open the order

Go to General → Process Transactions and click the tab for the department you are taking payment for — Sales, Service, Parts, or Accounting.

• If your orders come from your DMS: search for the order, check the balance, and open the payment window.
• If you enter payments yourself: fill in the customer and the amount, then click Receive Payment.

Step 2 — Send the amount to the terminal

1. 1In the payment window, select the Terminal tab.
2. 2Under Terminal Payment, choose the terminal you are using, then click Process with the amount shown on it.
3. 3Check the confirmation screen. It shows the amount, any additional amount, and the final total the customer will pay.
4. 4Click Confirm. DealerWorks sends the amount to the reader and shows Processing on Terminal.
5. 5Ask the customer to tap, insert, or swipe their card. The screen updates on its own when the payment finishes.

If it does not go through