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.
   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.
   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.

Watch it done

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