> ## Documentation Index
> Fetch the complete documentation index at: https://help.tiretutor.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Taking charge account payments

> Record one payment from a customer who owes you for several jobs. TireTutor pays off the oldest finished work orders first.

A customer on a charge account often pays for several finished jobs with one check. **Pay Up** records that payment once. TireTutor then pays off the customer's work orders for you, starting with the one finished first.

<Note>
  **Pay Up** is on the customer record, in **CRM → Customers**. If **Customers** is missing from your side menu, see [Managing customers](/dealers/crm/managing-customers).

  Pay Up takes cash, check, Zelle, Acima, and other payments. It does not take cards. To take a card, use [Process Payment](/dealers/pos/taking-payments) on each work order.
</Note>

## Record a payment on the account

**When:** A customer pays you for work orders that are finished but still unpaid.

<Steps>
  <Step title="Find the customer">
    Search for the customer in **CRM → Customers**. [Managing customers](/dealers/crm/managing-customers) shows how.
  </Step>

  <Step title="Open the customer record">
    Select the customer's row.
  </Step>

  <Step title="Select Pay Up">
    Select **Pay Up** under **Amount due**. The **Record a payment** dialog opens.
  </Step>

  <Step title="Choose the payment method">
    Choose **Cash**, **Check**, **Zelle**, **Acima**, or **Other** in **Payment method**. **Check** is selected for you.
  </Step>

  <Step title="Check the amount">
    **Amount** shows the full amount due. Change it if the customer pays a different amount.
  </Step>

  <Step title="Add a note">
    Type the check number or PO number in **Notes**. Notes are optional, up to 500 characters.
  </Step>

  <Step title="Record the payment">
    Select **Record payment**.
  </Step>
</Steps>

<Check>
  A **Payment recorded** message appears and the dialog closes. **Amount due** goes down. It shows \$0.00 when the payment covers everything the customer owes.
</Check>

## See which work orders a payment pays off

TireTutor applies the payment as soon as you record it.

1. It starts with the work order finished first, by the date it was finished.
2. It pays each work order in full, then moves to the next one.
3. If the money runs out partway through a work order, that work order shows **Partially Paid**.

A work order paid in full shows **Paid**. It leaves the **Completed, unpaid work orders** table on the customer record. The payment does not list the work orders it paid, so check the table, or open each work order.

If your access covers some stores only, TireTutor pays work orders at those stores only.

## Take more than the customer owes

**When:** The customer pays more than **Amount due**, for example to stay ahead on their account.

Type the full amount the customer gave you in **Amount**. TireTutor pays off every unpaid work order. The rest becomes store credit for that customer.

<Warning>
  Only a dealership Owner or Administrator can record more than the amount due. For anyone else, TireTutor refuses the payment. It records nothing. Record the amount due instead. Or ask an Owner or Administrator to record the full amount.
</Warning>

Store credit the customer already holds does not count toward a Pay Up payment. Apply it on a work order with [Process Payment](/dealers/pos/taking-payments) instead.

## How you know it worked

**Amount due** on the customer record goes down. The work orders paid in full leave the table. If you recorded more than the customer owed, **Store credit** goes up by the difference.

## If it doesn't work

**Pay Up is grayed out.** Hold the pointer over it to see why.

* **This customer doesn't owe anything** means no finished work order is unpaid.
* **This customer's balance isn't available right now** means TireTutor can't read the balance. Reload the page. If **Pay Up** stays grayed out after a reload, contact support.

**The message under Amount says the amount due changed.** The amount due changed while your dialog was open, for example because someone else took a payment. TireTutor recorded nothing. The message shows the new amount due. Change **Amount** if you need to. Then select **Record payment** again.

**The message under Amount says TireTutor couldn't check the customer's current balance.** TireTutor recorded nothing. Select **Record payment** again.

**A message says "We couldn't confirm that payment."** Close the dialog. Check **Amount due**. If it went down, the payment went through. If it did not, record the payment again.

**A red message says only a dealer admin can take an overpayment as store credit.** Only a dealership Owner or Administrator can take an overpayment. TireTutor recorded nothing, and the dialog stays open. Type the amount due in **Amount**. Select **Record payment** again. Or ask an Owner or Administrator to record the full amount.

**You recorded the wrong amount.** You can't undo a Pay Up payment in one step. Refunding one work order refunds that work order only, and store credit from an overpayment stays on the customer. Contact support.

**You need to void a work order the payment reached.** See [Voiding work orders](/dealers/pos/voiding-work-orders).


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