The Payments Report allows you to keep track of all payments logged in Dealerware, whether they are on-platform credit card transactions, or off-platform Manual Payments. It can be found in the Reports section of Dealeware Web.
Please note: There is approximately a 1 hour data sync delay for data to populate on reports. Only employees with "View Reports" employee permissions can access Dealerware Reports.
Summary Information
Total Payments: all payments logged in Dealerware, whether on-platform credit card transactions or off-platform Manual Payments
On-Platform Customer Payments: all credit card transactions processed on Dealerware
Off-Platform Customer Payments: all payments logged in Dealerware using the Manual Payment Records feature
Off-Platform Additional Payer Payments: any payments assigned to additional payers that are marked as paid
Columns
Total Payments
Customer Name
Contract ID
VIN
RO Number
Payment Date
Program Type
Program Name
Source of Business
Payer Type
Paid Through: on platform or off platform
Filters
Date: defaults to last completed month
Contract ID
Program Name
Payer Type
Contract Finish Date
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