Process a Terminal Payment

Use this guide to locate a repair order by invoice ID and send the balance to a physical card terminal for customer payment.

Steps

1. 1

   Click Process Transactions from the DealerWorks dashboard.

   
2. 2

   Select the Department.

   
3. 3

   Click the Search Invoice ID field and type the invoice number.

   
4. 4

   Locate the repair order in the results, then click Payment.

   
5. 5

   Select the terminal you want to use from the list. Terminal names vary by dealership location.

   
6. 6

   Click Post $[amount] to account. This sends the payment request to the terminal.

   
7. 7

   Click Confirm to proceed. Have the customer tap or insert their card on the physical terminal.

   
8. 8

   Once the transaction is approved, click Done.