Taking Payment on a Repair Order with a Warranty Portion

Modified on Mon, Jul 13 at 7:05 PM

Used for CDK repair orders that have both a customer pay portion and a warranty portion. The two portions are collected separately — the customer portion from the repair order itself, and the warranty portion from the Repair Order Warranty tab.

Step 1 — Collect the Customer Pay Portion

1 Go to the Service tab and search for the invoice using the search bar above the table.
2 Once you locate the invoice, click Payment to collect the customer pay portion of the RO.

Step 2 — Collect the Warranty Portion

1 Click the Repair Order Warranty tab at the top of the table.
2 Enter the RO number in the search bar at the top and click Search.
3 Once the warranty portion is found, click Payment to collect it.

Important — Let the search finish. The warranty search can take up to 30 seconds to retrieve data from the DMS. Wait for it to load — don't click away or the lookup may not complete.