Processing Split Credit Card Payments

This article explains how to process split credit card payments in Workshop Software, including steps for users integrated with Workshop Pay.

Step 1: Process the Invoice

1. Process the invoice as you normally would.
2. Click on the plus sign (+) next to Customer Payment.

3. Select Add Payment.

4. Enter the payment date.

5. Click on the magnifying glass to select the invoice you are applying the payment to.

6. In the Applied Amount field, enter the amount the customer is paying.

7. Select the appropriate payment method (e.g. credit card).

8. Click Apply, then Save and process the payment.

If you are using Workshop Pay, the integrated terminal will be triggered and the customer can make the card payment.

Step 2: Process Additional Payments

1. Once the first payment is processed, reopen the invoice.
2. Repeat the steps above to apply the next payment.
3. Repeat as many times as necessary until the invoice is paid in full.

Good to Know

• If you are integrated with Workshop Pay, each time you process a split payment it will trigger the terminal.
• Once processed, the payment will automatically sync back into Workshop Software.
• Make sure you click Save after making your changes. If you navigate away before saving, your changes will be lost.
• Double-check the details on your invoice before finalising to ensure accuracy for your customer and your records.

Frequently Asked Questions

Does a credit note sync to my accounting system?
If you have an accounting integration set up, credit notes will sync automatically to your connected accounting software.

Also Explore

• WorkshopPay — Integrated Payment Processing
• Blog: Workshop Pay — Online, Text or Email Payments
• Workshop University: What Is a Good Average Repair Order?
• Getting Started: Customer Workflow Guide