Some things a customer brings to the counter are not payments you take — they are amounts you record, so the office knows they were part of how the order was settled.
If you cannot see it
These options are set up for each dealership, and only DealerWorks can turn them on. If your store uses a rewards program and there is no tab for it, your account administrator can contact DealerWorks Support and ask.
What this covers
| EXAMPLE | WHAT HAPPENS |
|---|---|
| Manufacturer rewards, such as a $25 credit from the manufacturer | Nothing is charged. DealerWorks records that the customer used it. |
| Store credit your dealership holds for a customer | The same — a record, not a charge. |
Your accounting office needs that record to balance the order, which is the whole reason the option exists.
Record it
- Go to General → Process Transactions and click the tab for your department.
- Find the order and open the payment window.
If your orders come from your DMS (dealer management system), search for the order and check the balance. If you enter payments yourself and your department tab shows a search box, click Manual Payment under No Order ID first (some tabs show the form straight away). Then fill in the customer and the amount, and click Receive Payment. - Choose the tab for the type you are recording.
Your dealership names these itself, so the tab may use your rewards program’s name rather than Rewards. - Enter the reference your dealership asks for.
This can be a code from the rewards program. - Enter the amount and process it as you would any other payment.
No money moves. Nothing is sent to a terminal and nothing is taken from the customer — you are writing down what they already had.
Related: Take a cash payment · Find a payment · Taking a payment — start here
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