Processing Payments

You can make payments on repair orders (not estimates or work orders). You can

• Make advanced payments through the Calculations tab before the repair order is finalized
• Make multiple payments during the finalize process until the Balance Due is zero

Each type of payment opens its own payment window.

R.O. Writer Payment Windows

The payment windows are basically the same but modified as needed for the type of payment you are making. The Balance Due amount in the Balance section always displays the full amount that the customer currently owes when the window is accessed.

Type of Payment	Payment Window
Finalizing a repair order	Finalize payment window
Making an advanced payment on a repair order	Advance Payment window

Choosing a Payment Method

The payment windows offer a number of payment methods. All payment methods are tracked and reported on Sales Reports.

These payments buttons appear on all payment windows.

Button	Description
Cash	Click to process cash payments.
Check	Click to key in paper check information processed by a system outside R.O. Writer. If you are using the Processing Electronic Payments with Merchant Partners First Mile, click this button to access the E Check button, which allows you to process paper checks electronically.
Other Credit Cards	Click to key in credit card information processed by an external payment processing system.
ePayment	Click to process credit and debit card payments electronically. This button appears only if one of the following electronic payment software systems is integrated with your installation of R.O. Writer: Processing Electronic Payments with PayPros ePay Processing Electronic Payments with Merchant Partners First Mile Processing Electronic Payments with OpenEdge XCharge

Credit and Debit Card Payments

It is important to note that R.O. Writer can be configured to do the following during the Finalize process:

• Discount for cash and check payments (manual)
• Charge an additional fee for credit card payments (manual and electronic)

Accounts Receivable Payment Buttons

If you have the Accounts Receivable module, additional payment buttons appear on the Finalize payment window.

Button	Description
One Time Charge	Click to charge an amount to Accounts Receivable without creating an account for this customer. This button appears only if the customer does not have a customer account in Accounts Receivable.
Charge to Third Party	Click to charge to another customer’s account in Accounts Receivable.
Charge to AR Account	Click to charge to this customer’s account. This button only appears if the customer has an open account in Accounts Receivable.

You can also open the Accounts Receivable module and post a payment to a customer account.

Fleet Payments

Payment methods are restricted for Fleet accounts; see Finalizing Fleet Repair Orders.

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