Overview
When a customer pays for their repair order with cash, they will often hand you more than the exact balance due. Tekmetric makes it easy to process these cash payments and calculates the exact change for you—no calculator required! You also have options for what to do with the excess cash if the customer doesn't want it back.
Step-by-Step Instructions
Navigate to the Payment Screen: Open the repair order and click on the Payment tab at the top.
Select Payment Method: Click on the Cash Payment option on the left side of the screen.
Verify the Details: The Date of Payment, time, and Customer Name will automatically populate. Adjust these if necessary.
Enter Cash Received: Type in the exact amount of physical cash the customer handed you in the Cash Received field (e.g., if the balance is $304.31 and they hand you $310.00, enter 310).
Handle the Overpayment: Tekmetric will automatically calculate the difference and display it as an Overpayment. You will see three options to handle this amount:
Give cash back: (Most common) Select this to simply hand the physical change back to the customer. The system will display the exact Change due.
Apply as advance payment: Select this if the customer wants to apply the extra cash toward future work on an open ticket.
Add to store credit: Select this to deposit the extra cash directly into the customer's Tekmetric store credit balance for a future visit.
Complete the Transaction: Once you have made your selection, click Take Payment to record it, or Pay & Post to finalize and close the invoice.
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