Take a check payment

Recording a check. Like cash, this is a record of something you are holding rather than a payment sent anywhere.

If you cannot see the tab

A missing tab means a department or permission setting, not a bug — see Taking a payment — start here for why, and how to get it turned on.

Record the payment

1. Go to General → Process Transactions and click the tab for your department.
2. Find the order and open the payment window.
   If your orders come from your DMS (dealer management system), search for the order and check the balance. If you enter payments yourself and your department tab shows a search box, click Manual Payment under No Order ID first (some tabs show the form straight away). Then fill in the customer and the amount, and click Receive Payment.
3. Select the Check tab.
4. Choose the type of check.
   You’ll see the check types your dealership has turned on for your department.
5. Fill in the reference information.
   Most dealerships put the check number here, which is what makes it findable later.
6. Check the details, then click Process.

Watch it done

Related: Taking a payment — start here · Find a payment · What the transaction statuses mean