Process a Split Transaction — Two Payment Methods

Use this guide when a customer wants to pay a single repair order using two different payment methods in the same session — for example, part by terminal and part by check, or any other combination.

Steps

1. 1 From the Process Transaction screen, click Split Transaction. Enter the specific dollar amount for the first payment and click Confirm.
2. 2 The payment screen reopens showing the split amount. Select the payment method for the first portion — you can use any available method (Terminal, Check, Cash, ACH, etc.).
3. 3 Add any internal notes required by your dealership, then review the details and click Process to finalize the first payment.
4. 4 Once the first payment is approved, a summary screen displays the remaining balance. DealerWorks calculates this automatically. Review the amount and click Confirm to proceed to the second payment.
5. 5 The payment screen reopens for the remaining balance. Select the second payment method and complete any steps required for that payment type.
6. 6 Click Process to finalize the second payment.
7. 7 Once both payments are approved, print or email the receipt to the customer, then click Finish & Close to return to the main dashboard.