Process a Split Transaction — Two Payment Methods

Modified on Thu, Mar 5 at 12:32 PM

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, such as part by check and part by cash.

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
Click Split Transaction.
6
Click the Enter amount field and type the amount for the first payment portion. Click the field again if needed to activate it, then click Confirm.
7
After confirming the amount, a payment method screen appears. Select the payment method for this portion.
8
Click Enter your own note and add a reference if applicable (for example, a check number). Then click Post $[amount] to account.
9
Click Confirm to post the first payment.
10
Enter the amount for the second payment portion in the Enter amount field, then click Confirm.
11
Select the payment method for the second portion (for example, Cash).
12
Click Post $[amount] to account, then Confirm.
13
Once both portions are approved, click Finish & Close to complete the transaction.

Tips

Split Transaction requires a specific permission. Contact your DealerWorks admin if the option is not visible.
The remaining balance updates automatically after each portion is posted — always verify the balance before proceeding to the next split.
Always add a note when a portion is paid by check. Include the check number for reconciliation.
You must click Finish & Close after all portions are approved. The order is not fully closed until you do.

Need more help?

Contact DealerWorks Support with the invoice number, the amount of each split, and the payment methods used.