Taking Payment within the Repair Order

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Also see Help article "Taking Multiple Payments within the Repair Order"

Service > Advisor > Repair Orders

Inside the Primary Grid:

1. Filter/Sort the primary grid to locate the Repair Order.

2. Select the Repair Order by clicking on the corresponding line.

Within the Repair Order screen:

1. Select the Cashier tab in the Action Ribbon.

2. Click the [Add Payment] button to open the Customer Payments window.

3. Click the Payment Type field on the payment line.

4. Select a payment type from the dropdown.

5. Input the payment amount in the Amount field.

6. Select the [Save] button.

· If the payment type is Cash, the number of one hundred-dollar bills taken can be input in the Hundreds field.

· If the payment being taken is a deposit for the Repair Order work, check the Deposit box.

· If the payment type is Check, the Reference number can be edited if needed.

· Receipts are generated when payments are added and saved. If multiple payments are added and saved with different instances, multiple receipt numbers will be assigned.