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 |
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 your dealership can rename them — so your screen may not match these words exactly.
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 |
| The repair order has a warranty portion | Take payment on a repair order with a warranty portion |
| 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 |
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