DrivePerks: Adding and Using Stored Value

Modified on Mon, May 11 at 5:23 PM

DrivePerks is a stored value feature that lets dealerships load funds onto a customer's account. Customers can then use their DrivePerks balance as a payment method at checkout. This article explains how to add DrivePerks funds to a customer's account and how to apply a DrivePerks balance toward a repair order.

Note: DrivePerks is an optional feature that must be enabled for your dealership. If you do not see DrivePerks in your payment options or customer wallet, contact your DealerWorks administrator or email support@dealerworks.io.

Adding DrivePerks Funds to a Customer's Account

1 From the left navigation, click Customers under General.
2 Search for the customer and open their profile.
3 In the Customer Wallet panel on the right side of the screen, click the + button.
4 Select Add DrivePerks from the dropdown menu.

Once added, the DrivePerks stored value balance will appear in the customer's wallet and can be applied at checkout.

Processing a DrivePerks Payment

1 In DealerWorks, click Process Transactions and locate the repair order.
2 Click Payment.
3 Select the DrivePerks tab at the top of the payment window. The customer's available balance will display.
4 Confirm the available balance is sufficient, then click Process to apply the payment.

Insufficient balance: If the customer's DrivePerks balance is $0.00 or less than the amount due, the payment cannot be processed using DrivePerks alone. Funds must be added to the customer's account first, or use a split transaction to cover the remainder with another payment method.