View Customer Payment Status – Dealerware

Before you start

• You can view the status of a customer's payment on a per-contract basis

Steps to view the status of a payment

• Click the Contracts button or the Customers button in the left navigation bar

• If you click the Contracts button in the left navigation bar:

• Locate a contract either by searching for the name of a customer in the search bar or by clicking the name of a customer highlighted in blue or by clicking the contract ID highlighted in blue

  • If you choose to search a contract by customer name:
    • Click the name of the customer
    • Click Contracts in the Customer Details section
    • Click the desired contract ID highlighted in blue

OR

• If you click the Customers button in the left navigation bar:

• Locate a contract either by searching for the name of a customer in the search bar or by clicking the name of a customer highlighted in blue

  • Click the name of the customer
  • Click Contracts in the Customer Details section
  • Click the desired contract ID highlighted in blue

• Click the Billing tab in the Contract Details pane

• Navigate to the Customer Payment History section. The customer's payment history will display the following statuses:

• Completed – Payment successful

  • Pending – Payment still being processed
  • Failed – Payment unable to be processed
  • Hold Authorized – A credit card hold placed on customer’s payment method. Customer's card has not been charged.
  • Hold Expired– Payment methods have pre-authorization time limits. Dealerships may charge the customer for expired pre-authorized amounts.

• VISA and AMEX authorizations expire after 7 days

  • Mastercard, Discover, Diners Club, and JCB authorizations expire after 30 days