Split a payment across two methods

When a customer pays one balance with two different methods at the same time — part on a card, part in cash, say.

Take both payments

1. On the payment screen, click Split Transaction.
   If you cannot see it, your account does not have that permission. Your dealership’s account administrator can contact DealerWorks Support to have it added.
2. Enter the amount for the first payment and click Confirm.
3. Choose how they are paying that part, and process it as you normally would.
   Any method your department has can be used for either part.
4. Check the summary screen and click Confirm.
   DealerWorks works out the remaining balance for you.
5. Choose the method for the second part and click Process.
6. Print or email the receipt, then click Finish & Close.

Add an internal note if your dealership asks for one.

Watch it done

Related: Taking a payment — start here · Start a payment on an order · Find a payment · What the transaction statuses mean