Cash, check and similar payments are a record of money that changed hands, so the record can be corrected. A card payment can’t be — money actually moved. Either way the change is made by DealerWorks, not from your own screens.
What can be corrected on a cash or check payment
| FIELD | NOTES |
|---|---|
| Order number | The repair order (RO), invoice or deal number — see Change the RO or invoice number on a transaction. |
| Date and time | When the payment was taken. |
| Department | Also possible on a card payment — see Move a transaction to another department. |
| Payment type | Cash, check and the rest. Not a card. |
| Total | The amount of the payment. |
Nothing else on the payment can be changed from your side. Nobody at the dealership can correct the customer name or the advisor on a completed transaction. If either needs correcting, contact DealerWorks Support.
Write in to Support
Tell us which payment and what it should say, and we’ll make the change.
| FIND IT | Look the payment up first so you have the details in front of you. See Find a payment. |
| SEND US | The invoice or RO number the payment is under, the amount, and the date. If the number is the part that’s wrong, the amount and date are how we find it. |
| AND | What it should say instead. Exactly as you want it to read. |
Card payments are different
A card payment can’t be corrected as a record, because the money really moved. Two things can still be changed:
- The invoice or RO number — see Change the RO or invoice number on a transaction.
- The department — see Move a transaction to another department.
Anything else on a card payment is a question for your own office staff, or a reversal — see Refund a payment.
Two things worth knowing
- Correcting a payment doesn’t change who it’s credited to. The advisor on the transaction stays the same, so your cashier report is unaffected. If the advisor itself is wrong, that’s a separate correction — contact DealerWorks Support, and allow longer for it, because it’s made on our side.
- Every change is recorded on the transaction. You may see an Edit History section on the payment details. If you don’t, contact DealerWorks Support and we can tell you what changed — see See what’s been changed on a transaction.
Related: Fixing a transaction — start here · Change the RO or invoice number on a transaction · Move a transaction to another department · See what’s been changed on a transaction
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