Everything a cashier does at the counter, from finding the order to taking the money.
Start here
| WHAT YOU NEED | WHERE TO GO |
|---|---|
| Take a payment on an order | Start a payment on an order |
| The order is not in DealerWorks yet | Take a payment when the order is not there |
| The customer is not here — send them a link | Send a payment request |
| See a payment taken from start to finish | Watch: taking a payment from start to finish |
How they are paying
| THE CUSTOMER IS PAYING BY | WHERE TO GO |
|---|---|
| Card, in person | Take a payment on a terminal |
| Card, read out over the phone | Take a keyed card payment |
| Cash | Take a cash payment |
| Check | Take a check payment |
| Money order | Take a money order |
| Bank account | Take an ACH direct debit payment |
| Rewards or store credit, where no money changes hands | Record a rewards or store-credit payment |
| A card they already have on file | Take a payment with a saved card |
Which of these you can use depends on what your dealership has turned on for your department, and each person’s account needs permission for it too — so you may not see one a colleague can.
Your dealership can also rename them, so your screen may not match these words exactly. If one you need is missing, your dealership’s account administrator can contact DealerWorks Support to have it turned on or your account given permission.
Less usual ones
| WHAT HAPPENED | WHERE TO GO |
|---|---|
| They want to pay with two methods at once | Split a payment across two methods |
| They are paying part now and the rest later | Split a payment paid at different times |
| It says “This order already has payment activity” | It says “This order already has payment activity” |
| The repair order has warranty on it | Warranty on a repair order — start here |
| You are taking the payment for somebody else | Record a payment for someone else |
Cards on file, and what things cost
| WHAT YOU NEED | WHERE TO GO |
|---|---|
| Look a customer up | Find a customer in CustomerHub |
| Save their card for next time | Save a card to a customer's wallet |
| Their saved card will not work on an order | Link a customer to your DMS record |
| Quote them a card price | Quote a card price before you take the payment |
| Explain why the card total is higher | Why the card total is higher than the cash price |
Sending a link for them to pay
| WHAT YOU WANT TO DO | WHERE TO GO |
|---|---|
| Send a customer a link to pay | Send a payment request |
| Find a request you've already sent | Find a payment request you've sent |
| Resend or cancel a request | Resend or cancel a payment request |
| See what your customer sees when they open it | What your customer sees when they open the link |
| Your customer can't open the link | My customer can't open the payment link |
| Check whether the additional fee was charged | Was my customer charged the additional fee? |
| The payment came back Challenged | A payment came back Challenged |
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