Process a Check Payment

Modified on Thu, Mar 5 at 12:33 PM

Process a Check Payment

Use this guide to post a personal check, cashier’s check, or other accepted check type to a repair order in DealerWorks.

Steps

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
Select Check from the list of payment methods.
6
Click the note field and enter a reference for the check. Include the check number (for example, Chk #503). This is required for reconciliation.
7
Click Post $[amount] to account.
8
Click Confirm to post the payment.
9
Click Done. The check payment is now recorded against the repair order.

Tips

Always record the check number in the note field. This is essential for day-end reconciliation.
Accepted check types vary by dealership — confirm with your manager if you are unsure whether a cashier’s check or business check is accepted.
Cash and check payments function as internal posting entries and behave differently from card reversals if a correction is needed.

Need more help?

Contact DealerWorks Support with the invoice number, posted amount, and any error message. If a correction is needed, accounting should be involved before reversing.