A request that is still waiting can be sent again or cancelled from the list. Once it has been paid, the same menu gives you the payment instead.
While it is still waiting
- Go to Open Orders → Payment Requests and find the request.
Click All if you cannot see it. - Click the three dots at the end of the row.
- Choose Resend Payment Request or Cancel.
| THE OPTION | WHAT IT DOES |
|---|---|
| Resend Payment Request | Sends the same link again, to the same phone number or email address it went to the first time. |
| Cancel | Closes the request so it can no longer be paid. Afterwards it shows a red circle beside the amount, and only appears in the list when the filter is set to All. |
A cancelled request cannot be reopened. If the customer still needs to pay, send a new one.
After it has been paid
The same three dots offer a different set once the payment has gone through:
- View Transaction
- Reverse Transaction
- Resend Receipt
- Print Receipt
- Move to
So you do not need to go over to Reporting → Transactions to reverse a payment or send the receipt again — it can all be done from this row.
If you do not see the option you need
The menu only shows what your account is allowed to do, so a missing option means a missing permission.
Your dealership’s account administrator needs to contact DealerWorks Support and tell us who should have it. We can only grant permissions at an administrator’s request.
Related: Send a payment request · Find a payment request you've sent · My customer can’t open the payment link · What your customer sees when they open the link
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