Split a payment paid at different times

When a customer pays part of the balance now and comes back for the rest. The first payment posts, and the balance is held open until they return.

Take the first payment

1. On the payment screen, click Split Transaction. You may be asked to choose a reason for the split.
   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 they are paying now and click Confirm.
3. Choose how they are paying and process it as normal.
4. Add an internal note if your dealership asks for one.
   Something like “customer returning Friday for the rest” saves whoever picks it up the guesswork.
5. Click Process, check the remaining balance and click Confirm.
6. Leave the payment screen and choose Pay Later, then pick a reason.
   The balance is now held open.

Take the rest when they come back

1. Go to Open Orders → Split Transactions and find the transaction.
2. Click the three dots at the end of the row, then Process.
3. Choose how they are paying the balance and click Process.

Or click Payment on the order. When you see This order already has payment activity, choose Continue existing split. Don’t choose Start new payment, because it starts from the full amount.

Checking where it stands

Open Orders → Split Transactions shows open splits by default. Remaining Amount is what’s left to collect. Paid Transactions counts the payments taken so far, not whether the split is finished.

If the amount owed has changed

When you come back for the rest, the split screen asks how much you’re taking now. Type what the customer actually owes into Transaction Amount.

Watch it done

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