Take a check payment

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

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, search for the order and check the balance. If you enter payments yourself, fill in the customer and the amount, then click Receive Payment.
3. Select the Check tab.
4. Choose the type of check.
   Personal, business, cashier’s or insurance.
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.

If you cannot see the tab

Payment types are switched on per department, so a tab you had in one department may not be there in another. Your dealership can also rename them, so the wording on your screen may not match this article word for word. If the one you need is missing, your dealership’s account administrator can contact DealerWorks Support and ask for it to be turned on.

Watch it done

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