> ## 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 payments

> Record card, cash, check, Zelle, and partial payments from a work order, then review payment history or issue a refund.

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

## Before you start

* Connect Square and complete the required checks in [Square setup](/dealers/pos/square-setup).
* Assign a customer to the work order. Without one, **Process Payment** shows **Assign a customer to this work order first**.

## Take a payment

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

<Steps>
  <Step title="Open Process Payment">
    Open the customer's work order. Select **Process Payment**.
  </Step>

  <Step title="Choose a payment method">
    Choose one of these options under **Payment Method**:

    * **Credit/Debit Card**
    * **Cash**
    * **Check**
    * **Zelle**
    * [**Contactless Payment Link / Tap to Pay in Square app**](/dealers/pos/managing-payment-links)
  </Step>

  <Step title="Enter the amount">
    Enter the payment in **Amount**. Use less than the balance to record a partial payment, such as a [deposit](/dealers/pos/taking-deposits). The full balance completes the work order.
  </Step>

  <Step title="Add the payment details">
    For cash, review **Change Due** or **No Change Due**. Complete **Notes** or **Reference / Auth #** when the field appears.
  </Step>

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

[**Bill to National Account**](/dealers/pos/managing-national-accounts) 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.

<Check>
  The **Payments** line includes the payment.
</Check>

## 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](/dealers/pos/taking-phone-payments) instead — this method sends the charge to your terminal.

<Steps>
  <Step title="Choose Credit/Debit Card">
    In **Process Payment**, select **Credit/Debit Card**. Enter the **Amount**.
  </Step>

  <Step title="Submit the card payment">
    Select **Submit**.
  </Step>

  <Step title="Check the terminal">
    TireTutor shows **Success! Please check your terminal and follow the instructions provided.**
  </Step>

  <Step title="Follow the Square Terminal prompts">
    Square handles the card prompts on the terminal. TireTutor requests a signature for every terminal checkout.
  </Step>

  <Step title="Wait for the terminal to finish">
    The work order shows **Payment Pending** until the terminal completes the payment.
  </Step>
</Steps>

If **Payment Pending** does not clear, use the [terminal troubleshooting steps](/dealers/pos/square-terminal#when-a-terminal-cannot-take-payments).

## 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.

## 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.

## 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.

<Steps>
  <Step title="Open the payment history">
    Select the **Payments** line on the work order.
  </Step>

  <Step title="Start the refund">
    Find the payment. Select **Refund** in its **Action** column.
  </Step>

  <Step title="Enter the refund amount">
    In **Issue a Refund**, enter the **Refund Amount**. The field shows the maximum available.
  </Step>

  <Step title="Review the destination">
    Check **Refund to**.
  </Step>

  <Step title="Submit the refund">
    Select **Issue Refund**.
  </Step>
</Steps>

<Check>
  TireTutor shows **Refund Issued** with a 3 to 5 business day processing estimate. The payment history shows the amount under **Refunded**.
</Check>

## Where to go next

<Columns cols={2}>
  <Card title="Text to Pay and Tap to Pay" icon="link" href="/dealers/pos/managing-payment-links">
    Let a customer pay from a phone or take Tap to Pay in Square.
  </Card>

  <Card title="Taking a card over the phone" icon="phone" href="/dealers/pos/taking-phone-payments">
    Take a card from a customer who cannot come to the counter.
  </Card>

  <Card title="Overview" icon="book" href="/dealers/pos/overview">
    Learn how the Point of Sale pages fit together.
  </Card>
</Columns>