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Use the work order to collect the balance and keep each payment with the repair record.

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Before you start

  • Connect Square and complete the required checks in Square setup.
  • Assign a customer to the work order. Without one, Process Payment shows Assign a customer to this work order first.

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Take a payment

When: The customer is ready to pay all or part of the work order balance.
1

Open Process Payment

Open the customer’s work order. Select Process Payment.
2

Choose a payment method

Choose one of these options under Payment Method:
3

Enter the amount

Enter the payment in Amount. Use less than the balance to record a partial payment, such as a deposit. The full balance completes the work order.
4

Add the payment details

For cash, review Change Due or No Change Due. Complete Notes or Reference / Auth # when the field appears.
5

Submit the payment

Select Submit.
Bill to National Account appears when the customer record has a National Account Provider selected. Some shops also see Account Credit or Other — contact support to turn either on for your shop.
The Payments line includes the payment.

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Take a card payment on a terminal

When: The customer is present with a card or contactless wallet. For a customer on the phone, use Taking a card over the phone instead — this method sends the charge to your terminal.
1

Choose Credit/Debit Card

In Process Payment, select Credit/Debit Card. Enter the Amount.
2

Submit the card payment

Select Submit.
3

Check the terminal

TireTutor shows Success! Please check your terminal and follow the instructions provided.
4

Follow the Square Terminal prompts

Square handles the card prompts on the terminal. TireTutor requests a signature for every terminal checkout.
5

Wait for the terminal to finish

The work order shows Payment Pending until the terminal completes the payment.
If Payment Pending does not clear, use the terminal troubleshooting steps.

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Send the receipt

Square controls receipt delivery, so check the receipt options on the terminal. When the record has no email address, TireTutor shows this warning: No customer email, email receipt will NOT be sent to customer TireTutor does not offer receipt delivery choices; Square handles receipts and signatures on the terminal.

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Review payment history

Select the Payments line on the work order. The payment history shows these columns:
  • Date & Time
  • Type
  • Paid
  • Refunded
  • Card
  • Notes
  • Action
A fully refunded payment shows the Refunded chip.

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Issue a refund

When: You need to return part or all of a payment taken through Square. The refund goes back to the card through Square. For a payment with no Square transaction, such as cash, TireTutor tells you it can’t refund the payment here.
1

Open the payment history

Select the Payments line on the work order.
2

Start the refund

Find the payment. Select Refund in its Action column.
3

Enter the refund amount

In Issue a Refund, enter the Refund Amount. The field shows the maximum available.
4

Review the destination

Check Refund to.
5

Submit the refund

Select Issue Refund.
TireTutor shows Refund Issued with a 3 to 5 business day processing estimate. The payment history shows the amount under Refunded.

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Where to go next

Text to Pay and Tap to Pay

Let a customer pay from a phone or take Tap to Pay in Square.

Taking a card over the phone

Take a card from a customer who cannot come to the counter.

Overview

Learn how the Point of Sale pages fit together.