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Taking Payment on a Repair Order

View RO Totals and Take Payment 

You can quickly navigate the Cashier screen to process multiple payment types and view a detailed, itemized breakdown of the Repair Order total.

Navigate to: Service > Advisor > Repair Orders

  1. Locate and select the Repair Order you are ready to take payment for.
  2. Select the Cashier tab in the Action Ribbon.

    Screenshot 2025-07-07 153930
  3. The cashier window opens, and you see the vehicle and customer information.

RO Total:

Click on the RO total hyperlink next to the Drives License number for a breakdown of Sublets, Parts, Labor, Deductible, Paint & Supplies, Taxes, Charges, and Discounts by pay type.


Screenshot 2025-07-07 154442

  • This first “Total” line reflects the sum of all amounts listed above it for that pay type column.
  • Only Warranty, Extended Service, and Internal discounts appear in the “Discounts” row and are included in the RO Total column.
  • Screenshot 2025-07-07 154730Customer Discounts  displays any discounts given directly to the customer. These are also included in the RO Total column but are shown separately for clarity.
  • The final Total line at the bottom sums all values above it—excluding the first “Total” line—and includes all pay type discounts.
  • Clicking the arrow beside a dollar amount expands a text area showing a detailed breakdown of the subtotals that make up that value. This feature is available for Taxes, Charges, Discounts, and Customer Discounts.
  • Beneath the RO totals, a Labor section displays the total labor hours and total labor cost for the RO.
  • For GM, an additional Redemption section appears, displaying data related to the My GM Rewards integration for the customer associated with the RO.

 

Taking Payment:

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


Screenshot 2025-07-07 155855


Click the Payment Type field on the payment line and select a payment type from the dropdown.

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Input the payment amount in the Amount field and click 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.

 


Applying multiple payment methods:

Enter the amount and payment method for the first payment.

  Screenshot 2025-07-07 160404

Then, select the [Add] button again, and the remaining amount will be displayed with the default for the following method of payment. 

Screenshot 2025-07-07 160426

Select the [Save] button.

 

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